Worth Asset Management LLC Acquires 149,669 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Worth Asset Management LLC raised its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 543.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 177,200 shares of the company’s stock after buying an additional 149,669 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up about 5.7% of Worth Asset Management LLC’s investment portfolio, making the stock its 2nd largest holding. Worth Asset Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $17,839,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. 4WEALTH Advisors Inc. raised its holdings in iShares 0-3 Month Treasury Bond ETF by 0.6% in the 1st quarter. 4WEALTH Advisors Inc. now owns 18,280 shares of the company’s stock valued at $1,840,000 after acquiring an additional 100 shares in the last quarter. Koshinski Asset Management Inc. grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1.8% during the 1st quarter. Koshinski Asset Management Inc. now owns 6,899 shares of the company’s stock worth $694,000 after purchasing an additional 125 shares in the last quarter. Greenwood Gearhart LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 2.0% during the 1st quarter. Greenwood Gearhart LLC now owns 6,225 shares of the company’s stock worth $627,000 after purchasing an additional 125 shares in the last quarter. Nwam LLC increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 1.4% during the fourth quarter. Nwam LLC now owns 9,938 shares of the company’s stock valued at $1,000,000 after purchasing an additional 138 shares during the period. Finally, Coston McIsaac & Partners increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 44.3% during the first quarter. Coston McIsaac & Partners now owns 453 shares of the company’s stock valued at $45,000 after purchasing an additional 139 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSEARCA SGOV opened at $100.48 on Friday. The business has a fifty day simple moving average of $100.53 and a 200 day simple moving average of $100.54. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.27 and a one year high of $100.74.

iShares 0-3 Month Treasury Bond ETF 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.