iShares 0-3 Month Treasury Bond ETF $SGOV is Crown Wealth Group LLC’s 4th Largest Position

Crown Wealth Group LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 34.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 146,465 shares of the company’s stock after acquiring an additional 37,677 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises 4.3% of Crown Wealth Group LLC’s portfolio, making the stock its 4th largest holding. Crown Wealth Group LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $14,743,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Bank of America Corp DE increased its stake in shares of iShares 0-3 Month Treasury Bond ETF by 3.2% during the 2nd quarter. Bank of America Corp DE now owns 10,561,368 shares of the company’s stock worth $1,063,424,000 after purchasing an additional 328,511 shares in the last quarter. LPL Financial LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 11.4% in the 4th quarter. LPL Financial LLC now owns 8,796,355 shares of the company’s stock valued at $882,978,000 after buying an additional 896,804 shares in the last quarter. CIBC Private Wealth Group LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 129.3% in the 4th 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 in the last quarter. Cerity Partners LLC grew its holdings in iShares 0-3 Month Treasury Bond ETF by 111.8% during the 4th 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 grew its holdings in iShares 0-3 Month Treasury Bond ETF by 379.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock valued at $326,844,000 after buying an additional 2,576,728 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.65 on Friday. 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. The stock has a fifty day moving average of $100.55 and a two-hundred day moving average of $100.51.

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.