Luminvest Wealth Management LLC Grows Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Luminvest Wealth Management LLC grew its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 97.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 23,668 shares of the company’s stock after buying an additional 11,669 shares during the period. iShares 0-3 Month Treasury Bond ETF accounts for about 0.6% of Luminvest Wealth Management LLC’s portfolio, making the stock its 17th largest position. Luminvest Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,382,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC purchased a new position in iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth $4,810,000. Bison Wealth LLC boosted its position 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 purchased a new position in iShares 0-3 Month Treasury Bond ETF during the 1st quarter worth $207,000. Goldman Sachs Group Inc. purchased a new position in iShares 0-3 Month Treasury Bond ETF during the 1st quarter worth $810,000. Finally, Schnieders Capital Management LLC. acquired a new position in iShares 0-3 Month Treasury Bond ETF during the 2nd quarter valued at about $1,906,000.

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

iShares 0-3 Month Treasury Bond ETF stock traded up $0.02 during midday trading on Friday, reaching $100.50. The company’s stock had a trading volume of 15,469,336 shares, compared to its average volume of 19,209,121. The stock’s 50-day simple moving average is $100.53 and its 200-day simple moving average is $100.52. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.27 and a 52-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.