Sax Wealth Advisors LLC Makes New $514,000 Investment in iShares 0-3 Month Treasury Bond ETF $SGOV

Sax Wealth Advisors LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,106 shares of the company’s stock, valued at approximately $514,000.

A number of other institutional investors have also made changes to their positions in SGOV. Axxcess Wealth Management LLC grew its holdings in iShares 0-3 Month Treasury Bond ETF by 379.3% during the fourth quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock valued at $326,844,000 after purchasing an additional 2,576,728 shares during the last quarter. CIBC Private Wealth Group LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 129.3% in the fourth quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock worth $415,762,000 after buying an additional 2,335,616 shares during the last quarter. Cerity Partners LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 111.8% in the fourth quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock worth $395,805,000 after buying an additional 2,081,395 shares during the last quarter. Westerkirk Capital Inc. bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth $152,955,000. Finally, Bank of America Corp DE boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 13.2% during the 1st quarter. Bank of America Corp DE now owns 12,170,491 shares of the company’s stock worth $1,225,082,000 after buying an additional 1,420,276 shares during the period.

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

NYSEARCA:SGOV opened at $100.50 on Tuesday. iShares 0-3 Month Treasury Bond ETF has a 1 year low of $100.27 and a 1 year high of $100.74. The firm’s fifty day simple moving average is $100.54 and its 200 day simple moving average is $100.54.

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.