iShares 0-3 Month Treasury Bond ETF $SGOV Holdings Raised by Root Financial Partners LLC

Root Financial Partners LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 22.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 83,960 shares of the company’s stock after purchasing an additional 15,636 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises about 0.4% of Root Financial Partners LLC’s investment portfolio, making the stock its 28th largest holding. Root Financial Partners LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $8,428,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Bank of America Corp DE raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 3.2% during the second quarter. Bank of America Corp DE now owns 10,561,368 shares of the company’s stock valued at $1,063,424,000 after purchasing an additional 328,511 shares in the last quarter. Axxcess Wealth Management LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 379.3% during the fourth quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock valued at $326,844,000 after purchasing an additional 2,576,728 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 8.7% during the third quarter. Raymond James Financial Inc. now owns 2,620,250 shares of the company’s stock valued at $263,859,000 after purchasing an additional 209,640 shares in the last quarter. UBS Group AG raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 27.2% during the fourth quarter. UBS Group AG now owns 2,591,192 shares of the company’s stock valued at $260,104,000 after purchasing an additional 554,327 shares in the last quarter. Finally, GM Advisory Group LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 112.2% during the third quarter. GM Advisory Group LLC now owns 2,569,599 shares of the company’s stock valued at $258,759,000 after purchasing an additional 1,358,619 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSEARCA SGOV opened at $100.40 on Tuesday. 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. The firm’s 50-day simple moving average is $100.55 and its 200 day simple moving average is $100.52.

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.