LWM Advisory Services LLC Reduces Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

LWM Advisory Services LLC lowered its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 9.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,903 shares of the company’s stock after selling 2,150 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises about 1.8% of LWM Advisory Services LLC’s holdings, making the stock its 12th largest position. LWM Advisory Services LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,096,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. First Horizon Advisors Inc. boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 474.5% in the 3rd quarter. First Horizon Advisors Inc. now owns 270 shares of the company’s stock valued at $27,000 after purchasing an additional 223 shares in the last quarter. Ulland Investment Advisors LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF in the 4th quarter valued at approximately $30,000. BluePath Capital Management LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at approximately $32,000. Fortitude Family Office LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at approximately $50,000. Finally, Column Capital Advisors LLC lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 112.1% during the 3rd quarter. Column Capital Advisors LLC now owns 562 shares of the company’s stock valued at $57,000 after acquiring an additional 297 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of SGOV stock remained flat at $100.69 during midday trading on Monday. 2,463,955 shares of the stock were exchanged, compared to its average volume of 3,412,352. The business’s fifty day moving average price is $100.53 and its 200 day moving average price is $100.48. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.04 and a 52 week high of $100.74.

About iShares 0-3 Month Treasury Bond ETF