Centric Wealth Management Has $20.99 Million Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Centric Wealth Management boosted its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 181.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 209,122 shares of the company’s stock after purchasing an additional 134,899 shares during the quarter. iShares 0-3 Month Treasury Bond ETF makes up 4.5% of Centric Wealth Management’s portfolio, making the stock its 2nd biggest position. Centric Wealth Management’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $20,990,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Madison Wealth Partners Inc raised its holdings in iShares 0-3 Month Treasury Bond ETF by 3.4% in the third quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock worth $312,000 after purchasing an additional 103 shares in the last quarter. Dagco Inc. raised its holdings in iShares 0-3 Month Treasury Bond ETF by 15.8% in the third quarter. Dagco Inc. now owns 808 shares of the company’s stock worth $81,000 after purchasing an additional 110 shares in the last quarter. Advisory Alpha LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 1.3% in the third quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock worth $924,000 after purchasing an additional 115 shares in the last quarter. IFG Advisory LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 1.4% in the third quarter. IFG Advisory LLC now owns 9,186 shares of the company’s stock worth $925,000 after purchasing an additional 123 shares in the last quarter. Finally, Weaver Consulting Group raised its holdings in iShares 0-3 Month Treasury Bond ETF by 3.6% in the third quarter. Weaver Consulting Group now owns 4,018 shares of the company’s stock worth $405,000 after purchasing an additional 138 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV opened at $100.48 on Monday. The stock has a fifty day simple moving average of $100.53 and a two-hundred day simple moving average of $100.52. iShares 0-3 Month Treasury Bond ETF has a 12-month low of $100.27 and a 12-month high of $100.74.

iShares 0-3 Month Treasury Bond ETF Company Profile

The iShares 0-3 Month Treasury Bond ETF (SGOV) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value weighted index of US Treasurys maturing in less than or equal to three months. SGOV was launched on May 26, 2020 and is managed by BlackRock.