Klein Pavlis & Peasley Financial Inc. Has $5.57 Million Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Klein Pavlis & Peasley Financial Inc. reduced its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 11.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 55,301 shares of the company’s stock after selling 7,460 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises 3.1% of Klein Pavlis & Peasley Financial Inc.’s portfolio, making the stock its 6th largest holding. Klein Pavlis & Peasley Financial Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $5,567,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in SGOV. Brighton Jones LLC purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth $4,810,000. Bison Wealth LLC increased its stake in shares of iShares 0-3 Month Treasury Bond ETF by 161.2% in the 4th quarter. Bison Wealth LLC now owns 28,209 shares of the company’s stock worth $2,830,000 after purchasing an additional 17,409 shares in the last quarter. AQR Capital Management LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 1st quarter worth $207,000. Goldman Sachs Group Inc. bought a new position in iShares 0-3 Month Treasury Bond ETF in the 1st quarter worth $810,000. Finally, Schnieders Capital Management LLC. purchased a new position in iShares 0-3 Month Treasury Bond ETF during the second quarter valued at $1,906,000.

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

NYSEARCA SGOV opened at $100.67 on Tuesday. The business’s fifty day moving average is $100.56 and its 200 day moving average is $100.52. 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.

iShares 0-3 Month Treasury Bond ETF 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.