Cassady Wealth & Retirement Planning LLC Has $14.01 Million Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Cassady Wealth & Retirement Planning LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 64.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 139,132 shares of the company’s stock after acquiring an additional 54,678 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises 6.9% of Cassady Wealth & Retirement Planning LLC’s portfolio, making the stock its 2nd biggest holding. Cassady Wealth & Retirement Planning LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $14,006,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. 4WEALTH Advisors Inc. raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 0.6% in the first quarter. 4WEALTH Advisors Inc. now owns 18,280 shares of the company’s stock valued at $1,840,000 after purchasing an additional 100 shares during the period. Koshinski Asset Management Inc. boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1.8% during the 1st quarter. Koshinski Asset Management Inc. now owns 6,899 shares of the company’s stock worth $694,000 after buying an additional 125 shares during the period. Greenwood Gearhart LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 2.0% during the 1st quarter. Greenwood Gearhart LLC now owns 6,225 shares of the company’s stock worth $627,000 after buying an additional 125 shares during the period. Nwam LLC grew its stake in iShares 0-3 Month Treasury Bond ETF by 1.4% in the 4th quarter. Nwam LLC now owns 9,938 shares of the company’s stock valued at $1,000,000 after buying an additional 138 shares during the last quarter. Finally, Coston McIsaac & Partners grew its stake in iShares 0-3 Month Treasury Bond ETF by 44.3% in the 1st quarter. Coston McIsaac & Partners now owns 453 shares of the company’s stock valued at $45,000 after buying an additional 139 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.68 on Thursday. The company’s 50-day moving average price is $100.55 and its two-hundred day moving average price is $100.54. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.27 and a twelve month 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.