iShares 0-3 Month Treasury Bond ETF $SGOV is Heritage Wealth Management Inc. Texas’ 8th Largest Position

Heritage Wealth Management Inc. Texas boosted its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 8.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 82,948 shares of the company’s stock after buying an additional 6,163 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up about 3.6% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 8th biggest position. Heritage Wealth Management Inc. Texas’ holdings in iShares 0-3 Month Treasury Bond ETF were worth $8,326,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Coston McIsaac & Partners acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth $31,000. Jones Financial Companies Lllp raised its holdings in iShares 0-3 Month Treasury Bond ETF by 1,241.4% during the third quarter. Jones Financial Companies Lllp now owns 389 shares of the company’s stock worth $39,000 after purchasing an additional 360 shares in the last quarter. BOKF NA purchased a new position in iShares 0-3 Month Treasury Bond ETF during the third quarter worth about $41,000. Fifth Third Bancorp raised its holdings in iShares 0-3 Month Treasury Bond ETF by 4,890.0% during the fourth quarter. Fifth Third Bancorp now owns 499 shares of the company’s stock worth $50,000 after purchasing an additional 489 shares in the last quarter. Finally, Barrett & Company Inc. purchased a new position in iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth about $51,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA SGOV opened at $100.63 on Friday. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.27 and a 52-week high of $100.74. The firm has a 50-day moving average price of $100.55 and a 200 day moving average price of $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.