Luminvest Wealth Management LLC Has $1.27 Million Stock Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Luminvest Wealth Management LLC increased its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 207.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,626 shares of the company’s stock after acquiring an additional 8,514 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for about 0.4% of Luminvest Wealth Management LLC’s holdings, making the stock its 20th largest position. Luminvest Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,271,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Webster Bank N. A. acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the third quarter worth $30,000. Crewe Advisors LLC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF in the second quarter worth $57,000. Clayton Financial Group LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the third quarter valued at $60,000. Ameriflex Group Inc. boosted its position in iShares 0-3 Month Treasury Bond ETF by 396.8% during the second quarter. Ameriflex Group Inc. now owns 626 shares of the company’s stock valued at $63,000 after purchasing an additional 500 shares during the last quarter. Finally, Clarity Asset Management Inc. purchased a new position in iShares 0-3 Month Treasury Bond ETF in the second quarter valued at about $72,000.

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

Shares of SGOV stock opened at $100.67 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’s 50-day moving average is $100.49 and its two-hundred day moving average is $100.53.

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.