Wheelhouse Advisory Group LLC Invests $35.27 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

Wheelhouse Advisory Group LLC purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 350,428 shares of the company’s stock, valued at approximately $35,274,000. iShares 0-3 Month Treasury Bond ETF makes up approximately 11.7% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its biggest position.

A number of other hedge funds also recently bought and sold shares of the company. Bank of America Corp DE raised its holdings in iShares 0-3 Month Treasury Bond ETF by 3.2% in the second quarter. Bank of America Corp DE now owns 10,561,368 shares of the company’s stock worth $1,063,424,000 after buying an additional 328,511 shares during the last quarter. LPL Financial LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 11.4% in the fourth quarter. LPL Financial LLC now owns 8,796,355 shares of the company’s stock worth $882,978,000 after buying an additional 896,804 shares in the last quarter. CIBC Private Wealth Group LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 129.3% during the fourth quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock valued at $415,762,000 after buying an additional 2,335,616 shares during the last quarter. Cerity Partners LLC grew its holdings in shares of 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 buying an additional 2,081,395 shares during the last quarter. Finally, Axxcess Wealth Management LLC increased its position in shares of 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 acquiring an additional 2,576,728 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of SGOV opened at $100.67 on Wednesday. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.27 and a twelve month high of $100.74. The firm has a 50 day moving average of $100.56 and a 200 day moving average of $100.52.

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.