Coldstream Capital Management Inc. Increases Stake in iShares 0-3 Month Treasury Bond ETF $SGOV

Coldstream Capital Management Inc. grew its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 362,246 shares of the company’s stock after acquiring an additional 7,016 shares during the quarter. Coldstream Capital Management Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $36,362,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in SGOV. Heritage Wealth Management Inc. Texas increased its stake in iShares 0-3 Month Treasury Bond ETF by 8.0% in the 4th quarter. Heritage Wealth Management Inc. Texas now owns 82,948 shares of the company’s stock worth $8,326,000 after buying an additional 6,163 shares during the period. EverSource Wealth Advisors LLC increased its stake in iShares 0-3 Month Treasury Bond ETF by 20.8% in the 4th quarter. EverSource Wealth Advisors LLC now owns 16,390 shares of the company’s stock worth $1,645,000 after buying an additional 2,827 shares during the period. Daviman Financial LLC purchased a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $2,720,000. Advisory Alpha LLC increased its stake in iShares 0-3 Month Treasury Bond ETF by 117.6% in the 4th quarter. Advisory Alpha LLC now owns 20,039 shares of the company’s stock worth $2,012,000 after buying an additional 10,832 shares during the period. Finally, Gradient Capital Advisors LLC purchased a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $969,000.

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

SGOV stock opened at $100.63 on Friday. 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 50-day moving average is $100.55 and its 200 day moving average is $100.51.

About iShares 0-3 Month Treasury Bond ETF

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.