Next Level Wealth Planning LLC Sells 19,362 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Next Level Wealth Planning LLC decreased its position in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) by 59.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,961 shares of the company’s stock after selling 19,362 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up about 0.5% of Next Level Wealth Planning LLC’s portfolio, making the stock its 16th biggest holding. Next Level Wealth Planning LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,305,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Financial Consulate Inc. acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the second quarter worth about $25,000. Signaturefd LLC boosted its position in iShares 0-3 Month Treasury Bond ETF by 89.9% in the third quarter. Signaturefd LLC now owns 300 shares of the company’s stock valued at $30,000 after buying an additional 142 shares during the last quarter. William Mack & Associates Inc. purchased a new stake in iShares 0-3 Month Treasury Bond ETF in the third quarter valued at approximately $31,000. Signature Equity Partners LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF in the 3rd quarter worth approximately $33,000. Finally, Physician Wealth Advisors Inc. acquired a new position in iShares 0-3 Month Treasury Bond ETF in the 3rd quarter worth approximately $38,000.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSE SGOV opened at $100.42 on Tuesday. The company has a 50 day simple moving average of $100.57 and a two-hundred day simple moving average of $100.55. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.27 and a 12 month high of $100.74.

About iShares 0-3 Month Treasury Bond ETF

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.