302,302 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV Purchased by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 302,302 shares of the company’s stock, valued at approximately $30,436,000. iShares 0-3 Month Treasury Bond ETF comprises 12.0% of Kellett Wealth Advisors LLC’s holdings, making the stock its largest position.

A number of other large investors have also made changes to their positions in SGOV. Bank of America Corp DE grew its position in iShares 0-3 Month Treasury Bond ETF by 13.2% during the first quarter. Bank of America Corp DE now owns 12,170,491 shares of the company’s stock worth $1,225,082,000 after buying an additional 1,420,276 shares in the last quarter. Confluence Investment Management LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 59.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,788,012 shares of the company’s stock valued at $280,669,000 after acquiring an additional 1,034,498 shares in the last quarter. Royal Bank of Canada raised its holdings in iShares 0-3 Month Treasury Bond ETF by 14.5% in the 1st quarter. Royal Bank of Canada now owns 2,691,521 shares of the company’s stock valued at $270,929,000 after acquiring an additional 341,164 shares in the last quarter. Cetera Investment Advisers lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 12.3% in the 1st quarter. Cetera Investment Advisers now owns 2,142,221 shares of the company’s stock worth $215,636,000 after acquiring an additional 234,797 shares during the period. Finally, Captrust Financial Advisors lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 8.6% in the 4th quarter. Captrust Financial Advisors now owns 2,007,142 shares of the company’s stock worth $201,477,000 after acquiring an additional 159,642 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSE:SGOV opened at $100.53 on Thursday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.73. The business’s 50 day moving average is $100.54 and its 200-day moving average is $100.55.

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.