SwitchPoint Financial Planning LLC Reduces Position in iShares 0-3 Month Treasury Bond ETF $SGOV

SwitchPoint Financial Planning LLC trimmed its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 17.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,328 shares of the company’s stock after selling 6,328 shares during the period. iShares 0-3 Month Treasury Bond ETF accounts for approximately 2.0% of SwitchPoint Financial Planning LLC’s investment portfolio, making the stock its 11th biggest holding. SwitchPoint Financial Planning LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,952,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Wealth Watch Advisors INC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at about $25,000. Coston McIsaac & Partners acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth about $31,000. Smartleaf Asset Management LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 562.0% during 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 during the period. BOKF NA acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the third quarter worth about $41,000. Finally, Fifth Third Bancorp boosted its position in iShares 0-3 Month Treasury Bond ETF by 4,890.0% in the fourth quarter. Fifth Third Bancorp now owns 499 shares of the company’s stock valued at $50,000 after buying an additional 489 shares during the last quarter.

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

Shares of NYSEARCA SGOV opened at $100.47 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 business’s 50 day moving average price is $100.54 and its 200 day moving average price 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.