iShares 0-3 Month Treasury Bond ETF $SGOV Shares Bought by Compound Planning Inc.

Compound Planning Inc. raised its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 13.5% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 63,602 shares of the company’s stock after buying an additional 7,564 shares during the period. Compound Planning Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $6,402,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Caliber Wealth Management LLC KS grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 67.5% in the 4th quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock valued at $6,116,000 after acquiring an additional 24,545 shares during the period. Crescent Grove Advisors LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 49.8% in the 4th quarter. Crescent Grove Advisors LLC now owns 205,156 shares of the company’s stock valued at $20,594,000 after purchasing an additional 68,167 shares during the period. Sensenig Capital Advisors Inc bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the 4th quarter valued at about $4,462,000. Fiscal Wisdom Wealth Management LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 127.2% in the 4th quarter. Fiscal Wisdom Wealth Management LLC now owns 9,805 shares of the company’s stock valued at $984,000 after purchasing an additional 5,489 shares during the last quarter. Finally, Farther Finance Advisors LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 8.8% in the 4th quarter. Farther Finance Advisors LLC now owns 1,053,185 shares of the company’s stock valued at $105,719,000 after purchasing an additional 85,167 shares during the last quarter.

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

iShares 0-3 Month Treasury Bond ETF stock opened at $100.61 on Friday. The stock has a 50-day simple moving average of $100.54 and a 200 day simple moving average of $100.53. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.27 and a 52 week high of $100.74.

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.