Trailhead Planners LLC Invests $4.08 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

Trailhead Planners LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 40,645 shares of the company’s stock, valued at approximately $4,080,000. iShares 0-3 Month Treasury Bond ETF accounts for about 4.0% of Trailhead Planners LLC’s holdings, making the stock its 7th largest holding.

Several other hedge funds have also made changes to their positions in the business. Axxcess Wealth Management LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 379.3% in the fourth quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock valued at $326,844,000 after purchasing an additional 2,576,728 shares during the period. Cerity Partners LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 111.8% in the fourth quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock valued at $395,805,000 after purchasing an additional 2,081,395 shares during the period. Robinhood Asset Management LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at about $177,740,000. Westerkirk Capital Inc. acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at about $152,955,000. Finally, GM Advisory Group LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 112.2% in the third quarter. GM Advisory Group LLC now owns 2,569,599 shares of the company’s stock valued at $258,759,000 after purchasing an additional 1,358,619 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSEARCA:SGOV opened at $100.49 on Friday. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.27 and a 52 week high of $100.74. The company has a 50-day moving average price of $100.53 and a 200 day moving average price of $100.51.

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.