Selective Wealth Management Inc. Boosts Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Selective Wealth Management Inc. lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 6.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 784,344 shares of the company’s stock after buying an additional 46,465 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises 24.5% of Selective Wealth Management Inc.’s investment portfolio, making the stock its biggest position. Selective Wealth Management Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $78,842,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of SGOV. Aaron Wealth Advisors LLC bought a new stake in iShares 0-3 Month Treasury Bond ETF during the 3rd quarter valued at $166,116,000. GM Advisory Group LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 112.2% in the third quarter. GM Advisory Group LLC now owns 2,569,599 shares of the company’s stock worth $258,759,000 after acquiring an additional 1,358,619 shares during the period. Cerity Partners LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 110.4% in the second quarter. Cerity Partners LLC now owns 2,473,988 shares of the company’s stock worth $249,106,000 after acquiring an additional 1,298,316 shares during the period. Synergy Asset Management LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 287.0% in the third quarter. Synergy Asset Management LLC now owns 1,704,567 shares of the company’s stock valued at $171,641,000 after purchasing an additional 1,264,139 shares in the last quarter. Finally, Aristotle Capital Management LLC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 3rd quarter valued at $100,328,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of SGOV opened at $100.39 on Thursday. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.27 and a 52-week high of $100.74. The stock’s 50-day simple moving average is $100.53 and its 200 day simple moving average is $100.52.

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.