iShares 0-3 Month Treasury Bond ETF $SGOV Stock Holdings Boosted by Trek Financial LLC

Trek Financial LLC raised its stake in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) by 51.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 631,624 shares of the company’s stock after purchasing an additional 213,447 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises 2.9% of Trek Financial LLC’s investment portfolio, making the stock its 2nd biggest position. Trek Financial LLC owned approximately 0.05% of iShares 0-3 Month Treasury Bond ETF worth $63,592,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of SGOV. Hollow Brook Wealth Management LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 60.6% during the third quarter. Hollow Brook Wealth Management LLC now owns 1,729,663 shares of the company’s stock worth $174,142,000 after acquiring an additional 652,393 shares during the last quarter. Woodmont Investment Counsel LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 26.2% in the third quarter. Woodmont Investment Counsel LLC now owns 171,672 shares of the company’s stock valued at $17,284,000 after purchasing an additional 35,631 shares in the last quarter. Traynor Capital Management Inc. lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 270.7% in the third quarter. Traynor Capital Management Inc. now owns 16,960 shares of the company’s stock valued at $1,708,000 after acquiring an additional 12,385 shares in the last quarter. Accordant Advisory Group Inc acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth about $4,847,000. Finally, Leonard Rickey Investment Advisors P.L.L.C. grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 9.9% in the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 382,938 shares of the company’s stock valued at $38,554,000 after purchasing an additional 34,563 shares during the period.

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

Shares of iShares 0-3 Month Treasury Bond ETF stock opened at $100.73 on Monday. The business’s fifty day moving average price is $100.57 and its 200 day moving average price is $100.55. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.27 and a twelve 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.