Cornerstone Planning LLC Invests $23.43 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

Cornerstone Planning LLC purchased a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 233,438 shares of the company’s stock, valued at approximately $23,433,000. iShares 0-3 Month Treasury Bond ETF comprises 5.2% of Cornerstone Planning LLC’s holdings, making the stock its largest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Madison Wealth Partners Inc increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 3.4% during the third quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock valued at $312,000 after acquiring an additional 103 shares in the last quarter. Advisory Alpha LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 1.3% in the 3rd quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock valued at $924,000 after acquiring an additional 115 shares in the last quarter. IFG Advisory LLC boosted its stake in iShares 0-3 Month Treasury Bond ETF by 1.4% during the 3rd quarter. IFG Advisory LLC now owns 9,186 shares of the company’s stock valued at $925,000 after purchasing an additional 123 shares during the last quarter. Weaver Consulting Group boosted its stake in iShares 0-3 Month Treasury Bond ETF by 3.6% during the 3rd quarter. Weaver Consulting Group now owns 4,018 shares of the company’s stock valued at $405,000 after purchasing an additional 138 shares during the last quarter. Finally, Nwam LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1.4% in the 4th quarter. Nwam LLC now owns 9,938 shares of the company’s stock worth $1,000,000 after purchasing an additional 138 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.59 on Friday. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.27 and a 12 month high of $100.74. The stock has a fifty day simple moving average of $100.54 and a two-hundred day simple moving average of $100.51.

About iShares 0-3 Month Treasury Bond ETF

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.