Castle Rock Wealth Management LLC trimmed its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 12.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 78,845 shares of the company’s stock after selling 11,098 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for 1.5% of Castle Rock Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Castle Rock Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $7,916,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of SGOV. Wealth Watch Advisors INC acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth $25,000. Coston McIsaac & Partners acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at about $31,000. Smartleaf Asset Management LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 562.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 331 shares of the company’s stock valued at $33,000 after buying an additional 281 shares during the period. BOKF NA acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the third quarter worth about $41,000. Finally, Arlington Trust Co LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the second quarter worth about $43,000.
iShares 0-3 Month Treasury Bond ETF Price Performance
Shares of NYSEARCA:SGOV opened at $100.46 on Friday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.74. The business’s 50 day moving average is $100.54 and its 200-day moving average is $100.54.
About iShares 0-3 Month Treasury Bond ETF
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.
Featured Stories
- Five stocks we like better than iShares 0-3 Month Treasury Bond ETF
- Sandisk Just Delivered a Blowout Quarter—Here’s Why the Stock Is Falling
- 4 Oil and Gas ETF Plays as Prices Stay Sky-High
- What Tesla Stands to Lose If It Walks Away From China
- Disney Sets Up for a Magical Year in 2027
Want to see what other hedge funds are holding SGOV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report).
Receive News & Ratings for iShares 0-3 Month Treasury Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares 0-3 Month Treasury Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
