Falcon Wealth Planning Raises Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Falcon Wealth Planning increased its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 498.7% during the first quarter, HoldingsChannel reports. The firm owned 11,963 shares of the company’s stock after acquiring an additional 9,965 shares during the period. Falcon Wealth Planning’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,204,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently modified their holdings of SGOV. Bank of America Corp DE grew its holdings in iShares 0-3 Month Treasury Bond ETF by 3.2% during the second quarter. Bank of America Corp DE now owns 10,561,368 shares of the company’s stock valued at $1,063,424,000 after purchasing an additional 328,511 shares during the period. LPL Financial LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 11.4% in the fourth quarter. LPL Financial LLC now owns 8,796,355 shares of the company’s stock valued at $882,978,000 after buying an additional 896,804 shares during the period. CIBC Private Wealth Group LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 129.3% in the fourth quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock valued at $415,762,000 after buying an additional 2,335,616 shares during the period. Cerity Partners LLC lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 111.8% during the 4th quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock valued at $395,805,000 after buying an additional 2,081,395 shares during the last quarter. Finally, Axxcess Wealth Management LLC lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 379.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock valued at $326,844,000 after buying an additional 2,576,728 shares during the last quarter.

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

SGOV stock opened at $100.63 on Friday. iShares 0-3 Month Treasury Bond ETF has a fifty-two week low of $100.27 and a fifty-two week high of $100.74. The stock has a fifty day moving average of $100.55 and a 200-day 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.