Simplicity Wealth LLC Raises Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Simplicity Wealth LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 38.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,903 shares of the company’s stock after buying an additional 4,991 shares during the period. Simplicity Wealth LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,802,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Brighton Jones LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter valued at about $4,810,000. Bison Wealth LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 161.2% in the 4th quarter. Bison Wealth LLC now owns 28,209 shares of the company’s stock valued at $2,830,000 after purchasing an additional 17,409 shares in the last quarter. AQR Capital Management LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 1st quarter worth about $207,000. Goldman Sachs Group Inc. acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 1st quarter worth about $810,000. Finally, Schnieders Capital Management LLC. purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the second quarter worth about $1,906,000.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSEARCA SGOV traded up $0.02 during midday trading on Friday, reaching $100.50. 15,469,336 shares of the stock were exchanged, compared to its average volume of 19,209,121. The stock has a 50 day moving average price of $100.53 and a 200-day moving average price of $100.52. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.27 and a 52-week 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.