EverSource Wealth Advisors LLC Boosts Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

EverSource Wealth Advisors LLC raised its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 75.1% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 28,706 shares of the company’s stock after acquiring an additional 12,316 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,890,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in SGOV. Caliber Wealth Management LLC KS lifted its position in shares of 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 worth $6,116,000 after purchasing an additional 24,545 shares during the last quarter. Crescent Grove Advisors LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 49.8% in the fourth quarter. Crescent Grove Advisors LLC now owns 205,156 shares of the company’s stock worth $20,594,000 after purchasing an additional 68,167 shares during the last quarter. Sensenig Capital Advisors Inc purchased a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $4,462,000. Fiscal Wisdom Wealth Management LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 127.2% during the 4th 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 in the last quarter. Finally, Valmark Advisers Inc. lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 35.5% during the 4th quarter. Valmark Advisers Inc. now owns 208,610 shares of the company’s stock valued at $20,940,000 after buying an additional 54,666 shares in 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 firm has a 50-day moving average of $100.55 and a two-hundred day moving average of $100.54. iShares 0-3 Month Treasury Bond ETF has a 1 year low of $100.27 and a 1 year 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.