Oakwell Private Wealth Management LLC Grows Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Oakwell Private Wealth Management LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 65.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,958 shares of the company’s stock after buying an additional 8,324 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises 0.4% of Oakwell Private Wealth Management LLC’s investment portfolio, making the stock its 28th largest holding. Oakwell Private Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,104,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Webster Bank N. A. purchased a new stake in iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth approximately $30,000. Jones Financial Companies Lllp increased its stake in iShares 0-3 Month Treasury Bond ETF by 1,241.4% during the 3rd quarter. Jones Financial Companies Lllp now owns 389 shares of the company’s stock worth $39,000 after buying an additional 360 shares during the period. BOKF NA purchased a new stake in iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth approximately $41,000. Barrett & Company Inc. purchased a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth approximately $51,000. Finally, Delta Asset Management LLC TN purchased a new stake in iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth approximately $63,000.

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

Shares of SGOV opened at $100.67 on Thursday. 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 firm’s 50 day moving average price is $100.54 and its 200 day moving average price is $100.52.

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.