Sound Financial Strategies Group LLC Has $4.58 Million Stock Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Sound Financial Strategies Group LLC lowered its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 17.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,544 shares of the company’s stock after selling 9,473 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises 2.9% of Sound Financial Strategies Group LLC’s holdings, making the stock its 8th largest holding. Sound Financial Strategies Group LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $4,585,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Axxcess Wealth Management LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 379.3% in the fourth quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock worth $326,844,000 after purchasing an additional 2,576,728 shares in the last quarter. CIBC Private Wealth Group LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 129.3% during the 4th quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock worth $415,762,000 after acquiring an additional 2,335,616 shares in the last quarter. Cerity Partners LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 111.8% during the fourth quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock valued at $395,805,000 after acquiring an additional 2,081,395 shares during the last quarter. Westerkirk Capital Inc. acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at approximately $152,955,000. Finally, Bank of America Corp DE grew its holdings in iShares 0-3 Month Treasury Bond ETF by 13.2% in the first quarter. Bank of America Corp DE now owns 12,170,491 shares of the company’s stock worth $1,225,082,000 after purchasing an additional 1,420,276 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.41 on Wednesday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.73. The business has a fifty day moving average price of $100.56 and a 200-day moving average price of $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.