Evolve Private Wealth LLC Invests $65.73 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

Evolve Private Wealth LLC 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 Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 654,830 shares of the company’s stock, valued at approximately $65,732,000. iShares 0-3 Month Treasury Bond ETF makes up about 3.9% of Evolve Private Wealth LLC’s investment portfolio, making the stock its 2nd biggest holding. Evolve Private Wealth LLC owned 0.09% of iShares 0-3 Month Treasury Bond ETF at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the stock. Madison Wealth Partners Inc lifted its position in iShares 0-3 Month Treasury Bond ETF by 3.4% in the 3rd quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock valued at $312,000 after acquiring an additional 103 shares in the last quarter. Advisory Alpha LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 1.3% in the 3rd quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock valued at $924,000 after acquiring an additional 115 shares in the last quarter. IFG Advisory LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 1.4% in the 3rd quarter. IFG Advisory LLC now owns 9,186 shares of the company’s stock valued at $925,000 after acquiring an additional 123 shares in the last quarter. Weaver Consulting Group lifted its position in iShares 0-3 Month Treasury Bond ETF by 3.6% in the 3rd quarter. Weaver Consulting Group now owns 4,018 shares of the company’s stock valued at $405,000 after acquiring an additional 138 shares in the last quarter. Finally, Nwam LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 1.4% in the 4th quarter. Nwam LLC now owns 9,938 shares of the company’s stock valued at $1,000,000 after acquiring an additional 138 shares in the last quarter.

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

SGOV opened at $100.55 on Thursday. 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’s fifty day simple moving average is $100.54 and its 200 day simple moving average is $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.