BFI Wealth Solutions LLC Buys New Stake in iShares 0-3 Month Treasury Bond ETF $SGOV

BFI Wealth Solutions LLC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 25,205 shares of the company’s stock, valued at approximately $2,530,000. iShares 0-3 Month Treasury Bond ETF makes up 2.4% of BFI Wealth Solutions LLC’s portfolio, making the stock its 10th largest position.

A number of other institutional investors also recently added to or reduced their stakes in SGOV. Axxcess Wealth Management LLC grew its stake in shares of 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 fourth quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock valued at $415,762,000 after purchasing an additional 2,335,616 shares in the last quarter. Cerity Partners LLC raised its stake 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 purchasing an additional 2,081,395 shares in the last quarter. Robinhood Asset Management LLC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at about $177,740,000. Finally, Westerkirk Capital Inc. acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth about $152,955,000.

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

SGOV stock opened at $100.59 on Friday. The company has a 50-day simple moving average of $100.54 and a 200 day simple moving average of $100.51. iShares 0-3 Month Treasury Bond ETF has a fifty-two week low of $100.27 and a fifty-two 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.