Strategic Planning Group LLC Acquires 313,991 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Strategic Planning Group LLC bought a new stake in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 313,991 shares of the company’s stock, valued at approximately $31,613,000. iShares 0-3 Month Treasury Bond ETF accounts for about 3.3% of Strategic Planning Group LLC’s portfolio, making the stock its 8th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in SGOV. Brookstone Capital Management increased its holdings in iShares 0-3 Month Treasury Bond ETF by 10.7% in the 3rd quarter. Brookstone Capital Management now owns 425,467 shares of the company’s stock valued at $42,836,000 after purchasing an additional 41,041 shares in the last quarter. Root Financial Partners LLC raised its position in iShares 0-3 Month Treasury Bond ETF by 15.4% in the third quarter. Root Financial Partners LLC now owns 137,498 shares of the company’s stock valued at $13,843,000 after purchasing an additional 18,399 shares during the period. Precedent Wealth Partners LLC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF during the third quarter worth about $3,257,000. JSF Financial LLC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF during the third quarter worth about $952,000. Finally, Marion Wealth Management lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 0.7% during the third quarter. Marion Wealth Management now owns 51,718 shares of the company’s stock worth $5,207,000 after purchasing an additional 340 shares in the last quarter.

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

Shares of NYSE SGOV opened at $100.62 on Friday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.73. The business has a 50-day moving average of $100.56 and a 200-day moving average of $100.55.

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.