iShares 0-3 Month Treasury Bond ETF $SGOV Shares Newly Acquired by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 302,302 shares of the company’s stock, valued at approximately $30,436,000. iShares 0-3 Month Treasury Bond ETF makes up 12.0% of Kellett Wealth Advisors LLC’s portfolio, making the stock its largest position.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in SGOV. Truefg LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the third quarter valued at approximately $253,000. West Wealth Group LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 19.6% in the 3rd quarter. West Wealth Group LLC now owns 9,683 shares of the company’s stock valued at $975,000 after purchasing an additional 1,590 shares during the period. Family Office Research LLC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at approximately $500,000. Baker Ellis Asset Management LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 17.6% in the 3rd quarter. Baker Ellis Asset Management LLC now owns 115,968 shares of the company’s stock valued at $11,676,000 after purchasing an additional 17,375 shares during the period. Finally, ABLE Financial Group LLC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter worth approximately $1,639,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of SGOV opened at $100.53 on Thursday. iShares 0-3 Month Treasury Bond ETF has a 1 year low of $100.27 and a 1 year high of $100.73. The stock has a 50 day simple moving average of $100.54 and a 200-day simple moving average of $100.55.

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.