35,402 Shares in iShares 0-3 Month Treasury Bond ETF $SGOV Purchased by Next Level Wealth Planning LLC

Next Level Wealth Planning LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 35,402 shares of the company’s stock, valued at approximately $3,564,000. iShares 0-3 Month Treasury Bond ETF accounts for about 1.8% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 9th largest holding.

A number of other institutional investors have also recently bought and sold shares of the business. Caliber Wealth Management LLC KS lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 67.5% during the 4th quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock valued at $6,116,000 after acquiring an additional 24,545 shares during the period. Crescent Grove Advisors LLC increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 49.8% in the fourth quarter. Crescent Grove Advisors LLC now owns 205,156 shares of the company’s stock worth $20,594,000 after purchasing an additional 68,167 shares during the period. Sensenig Capital Advisors Inc bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth $4,462,000. Fiscal Wisdom Wealth Management LLC raised its stake in iShares 0-3 Month Treasury Bond ETF by 127.2% in the fourth quarter. Fiscal Wisdom Wealth Management LLC now owns 9,805 shares of the company’s stock valued at $984,000 after purchasing an additional 5,489 shares in the last quarter. Finally, Armstrong Advisory Group Inc. raised its stake in iShares 0-3 Month Treasury Bond ETF by 29.7% in the fourth quarter. Armstrong Advisory Group Inc. now owns 53,896 shares of the company’s stock valued at $5,410,000 after purchasing an additional 12,334 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Up 0.0%

SGOV opened at $100.65 on Friday. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.27 and a twelve month high of $100.74. The company has a 50-day simple moving average of $100.55 and a 200 day simple moving average 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.