Trajan Wealth LLC Raises Stock Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Trajan Wealth LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 19.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 91,506 shares of the company’s stock after acquiring an additional 14,807 shares during the quarter. Trajan Wealth LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $9,185,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Caliber Wealth Management LLC KS increased its holdings in iShares 0-3 Month Treasury Bond ETF by 67.5% during the fourth quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock valued at $6,116,000 after buying an additional 24,545 shares during the period. Truist Financial Corp increased its holdings in iShares 0-3 Month Treasury Bond ETF by 24.9% during the third quarter. Truist Financial Corp now owns 427,151 shares of the company’s stock valued at $43,014,000 after buying an additional 85,182 shares during the period. Sensenig Capital Advisors Inc purchased a new position in iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at approximately $4,462,000. Armstrong Advisory Group Inc. increased its holdings in iShares 0-3 Month Treasury Bond ETF by 29.7% during the fourth quarter. Armstrong Advisory Group Inc. now owns 53,896 shares of the company’s stock valued at $5,410,000 after buying an additional 12,334 shares during the period. Finally, Fiscal Wisdom Wealth Management LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF by 127.2% during the fourth quarter. Fiscal Wisdom Wealth Management LLC now owns 9,805 shares of the company’s stock valued at $984,000 after buying an additional 5,489 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of SGOV stock opened at $100.58 on Thursday. The company’s 50 day moving average is $100.54 and its 200 day moving average is $100.51. 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 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.