Heritage Oak Wealth Advisors LLC Purchases 48,397 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Heritage Oak Wealth Advisors LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 205.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 71,974 shares of the company’s stock after acquiring an additional 48,397 shares during the quarter. iShares 0-3 Month Treasury Bond ETF makes up approximately 2.3% of Heritage Oak Wealth Advisors LLC’s portfolio, making the stock its 7th largest holding. Heritage Oak Wealth Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $7,245,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in SGOV. Wealth Watch Advisors INC bought a new stake in iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth approximately $25,000. Coston McIsaac & Partners bought a new stake in iShares 0-3 Month Treasury Bond ETF in the 4th quarter valued at $31,000. Smartleaf Asset Management LLC raised its position in iShares 0-3 Month Treasury Bond ETF by 562.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 331 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares in the last quarter. BOKF NA acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter worth approximately $41,000. Finally, Fifth Third Bancorp raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 4,890.0% in the 4th quarter. Fifth Third Bancorp now owns 499 shares of the company’s stock worth $50,000 after buying an additional 489 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Down 0.3%

Shares of SGOV stock opened at $100.40 on Thursday. The stock’s fifty day simple moving average is $100.56 and its 200 day simple moving average is $100.52. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.27 and a one 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.