iShares 0-3 Month Treasury Bond ETF $SGOV Shares Purchased by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas lifted its stake in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) by 95.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 174,340 shares of the company’s stock after purchasing an additional 85,135 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises about 6.6% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 5th largest position. Heritage Wealth Management Inc. Texas’ holdings in iShares 0-3 Month Treasury Bond ETF were worth $17,550,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Fifth Third Bancorp purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF during the third quarter worth approximately $8,947,000. Winthrop Capital Management LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 6.2% in the third quarter. Winthrop Capital Management LLC now owns 43,234 shares of the company’s stock valued at $4,353,000 after purchasing an additional 2,509 shares during the period. Spectrum Planning & Advisory Services Inc. grew its stake in iShares 0-3 Month Treasury Bond ETF by 3.7% in the third quarter. Spectrum Planning & Advisory Services Inc. now owns 132,465 shares of the company’s stock worth $13,337,000 after purchasing an additional 4,783 shares in the last quarter. Magnolia Group LLC grew its stake in iShares 0-3 Month Treasury Bond ETF by 12.8% in the third quarter. Magnolia Group LLC now owns 220,000 shares of the company’s stock worth $22,150,000 after purchasing an additional 25,000 shares in the last quarter. Finally, Smith Partners Wealth Management LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the third quarter worth approximately $1,244,000.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV opened at $100.53 on Friday. The stock’s fifty day moving average is $100.55 and its two-hundred day moving average is $100.54. 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 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.