OakTrust Wealth Advisors LLC Invests $648,000 in iShares 0-3 Month Treasury Bond ETF $SGOV

OakTrust Wealth Advisors LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOVFree Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 6,457 shares of the company’s stock, valued at approximately $648,000. iShares 0-3 Month Treasury Bond ETF makes up 0.6% of OakTrust Wealth Advisors LLC’s holdings, making the stock its 29th biggest position.

Several other large investors also recently added to or reduced their stakes in the stock. Wealth Watch Advisors INC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at approximately $25,000. Coston McIsaac & Partners purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at approximately $31,000. Smartleaf Asset Management LLC grew its stake 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. Jones Financial Companies Lllp grew its stake in iShares 0-3 Month Treasury Bond ETF by 1,241.4% in the third quarter. Jones Financial Companies Lllp now owns 389 shares of the company’s stock worth $39,000 after purchasing an additional 360 shares in the last quarter. Finally, BOKF NA purchased a new position in iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth $41,000.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV stock opened at $100.59 on Friday. The business has a 50-day moving average price of $100.54 and a 200 day moving average price of $100.51. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.74.

About iShares 0-3 Month Treasury Bond ETF

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

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