Financial Planning Hawaii Inc. Buys Shares of 18,878 iShares 0-3 Month Treasury Bond ETF $SGOV

Financial Planning Hawaii Inc. bought a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 18,878 shares of the company’s stock, valued at approximately $1,895,000. iShares 0-3 Month Treasury Bond ETF makes up approximately 1.1% of Financial Planning Hawaii Inc.’s investment portfolio, making the stock its 25th largest position.

A number of other institutional investors and hedge funds have also modified their holdings of SGOV. Truist Financial Corp boosted its position in iShares 0-3 Month Treasury Bond ETF by 24.9% during the 3rd quarter. Truist Financial Corp now owns 427,151 shares of the company’s stock worth $43,014,000 after acquiring an additional 85,182 shares during the period. Synergy Asset Management LLC grew its stake in iShares 0-3 Month Treasury Bond ETF by 287.0% during the 3rd quarter. Synergy Asset Management LLC now owns 1,704,567 shares of the company’s stock valued at $171,641,000 after acquiring an additional 1,264,139 shares in the last quarter. Armstrong Advisory Group Inc. increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 29.7% in the 4th quarter. Armstrong Advisory Group Inc. now owns 53,896 shares of the company’s stock valued at $5,410,000 after purchasing an additional 12,334 shares during the period. Woodmont Investment Counsel LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 9.0% in the 3rd quarter. Woodmont Investment Counsel LLC now owns 161,310 shares of the company’s stock valued at $16,244,000 after purchasing an additional 13,302 shares during the period. Finally, Founders Financial Securities LLC lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 29.1% in the third quarter. Founders Financial Securities LLC now owns 66,549 shares of the company’s stock worth $6,701,000 after purchasing an additional 15,017 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV stock opened at $100.66 on Tuesday. The firm has a 50 day simple moving average of $100.53 and a 200 day simple moving average of $100.52. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.27 and a 52 week high of $100.74.

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.