Sulzberger Capital Advisors Inc. Invests $4.20 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

Sulzberger Capital Advisors Inc. purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 41,805 shares of the company’s stock, valued at approximately $4,196,000. iShares 0-3 Month Treasury Bond ETF comprises 4.2% of Sulzberger Capital Advisors Inc.’s portfolio, making the stock its 5th biggest position.

Other large investors also recently bought and sold shares of the company. Truist Financial Corp grew its holdings in iShares 0-3 Month Treasury Bond ETF by 24.9% in the 3rd quarter. Truist Financial Corp now owns 427,151 shares of the company’s stock valued at $43,014,000 after buying an additional 85,182 shares in the last quarter. Synergy Asset Management LLC increased its stake in shares of iShares 0-3 Month Treasury Bond ETF by 287.0% in the 3rd quarter. Synergy Asset Management LLC now owns 1,704,567 shares of the company’s stock worth $171,641,000 after acquiring an additional 1,264,139 shares during the last quarter. Woodmont Investment Counsel LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 9.0% during the 3rd quarter. Woodmont Investment Counsel LLC now owns 161,310 shares of the company’s stock worth $16,244,000 after acquiring an additional 13,302 shares during the period. Founders Financial Securities LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 29.1% during the 3rd quarter. Founders Financial Securities LLC now owns 66,549 shares of the company’s stock worth $6,701,000 after acquiring an additional 15,017 shares during the period. Finally, Dynamic Financial Group boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 13.6% during the 3rd quarter. Dynamic Financial Group now owns 611,051 shares of the company’s stock valued at $61,533,000 after acquiring an additional 73,074 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of SGOV opened at $100.58 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 firm has a 50-day moving average price of $100.52 and a 200 day moving average price 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.