Compound Planning Inc. Boosts Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Compound Planning Inc. grew its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 643.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 56,038 shares of the company’s stock after acquiring an additional 48,503 shares during the quarter. Compound Planning Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $5,625,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Axxcess Wealth Management LLC raised its holdings 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 purchasing an additional 2,576,728 shares during the last quarter. CIBC Private Wealth Group LLC boosted its holdings in 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 purchasing an additional 2,335,616 shares during the last quarter. Cerity Partners LLC boosted its holdings in 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 purchasing an additional 2,081,395 shares during the last quarter. Robinhood Asset Management LLC bought a new stake in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth approximately $177,740,000. Finally, Westerkirk Capital Inc. bought a new stake in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth approximately $152,955,000.

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

Shares of SGOV opened at $100.59 on Friday. The firm has a fifty day simple moving average of $100.54 and a two-hundred day simple moving average of $100.51. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year 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.