iShares 0-3 Month Treasury Bond ETF $SGOV Shares Bought by Root Financial Partners LLC

Root Financial Partners LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) by 15.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,498 shares of the company’s stock after buying an additional 18,399 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up about 0.5% of Root Financial Partners LLC’s portfolio, making the stock its 24th biggest holding. Root Financial Partners LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $13,843,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Precedent Wealth Partners LLC bought a new stake in iShares 0-3 Month Treasury Bond ETF in the 3rd quarter worth approximately $3,257,000. JSF Financial LLC purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth approximately $952,000. Marion Wealth Management raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 0.7% during the 3rd quarter. Marion Wealth Management now owns 51,718 shares of the company’s stock worth $5,207,000 after acquiring an additional 340 shares in the last quarter. Topor & Co. Korea purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth approximately $3,163,000. Finally, Obermeyer Wealth Partners bought a new position in shares of iShares 0-3 Month Treasury Bond ETF during the 3rd quarter valued at approximately $378,000.

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

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

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.