Stone Loft Wealth Management LLC Takes Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Stone Loft Wealth Management LLC bought a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the 1st quarter, HoldingsChannel.com reports. The firm bought 21,343 shares of the company’s stock, valued at approximately $2,148,000. iShares 0-3 Month Treasury Bond ETF makes up 1.5% of Stone Loft Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Caliber Wealth Management LLC KS increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 67.5% during the fourth quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock valued at $6,116,000 after acquiring an additional 24,545 shares in the last quarter. Crescent Grove Advisors LLC raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 49.8% during the fourth quarter. Crescent Grove Advisors LLC now owns 205,156 shares of the company’s stock worth $20,594,000 after purchasing an additional 68,167 shares during the period. Sensenig Capital Advisors Inc bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth $4,462,000. Fiscal Wisdom Wealth Management LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 127.2% in the 4th quarter. Fiscal Wisdom Wealth Management LLC now owns 9,805 shares of the company’s stock worth $984,000 after purchasing an additional 5,489 shares in the last quarter. Finally, Valmark Advisers Inc. grew its position in iShares 0-3 Month Treasury Bond ETF by 35.5% in the 4th quarter. Valmark Advisers Inc. now owns 208,610 shares of the company’s stock valued at $20,940,000 after purchasing an additional 54,666 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA SGOV opened at $100.59 on Tuesday. The company has a fifty day simple moving average of $100.54 and a 200 day simple moving average of $100.53. iShares 0-3 Month Treasury Bond ETF has a 12-month low of $100.27 and a 12-month high of $100.74.

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.