Heritage Oak Wealth Advisors LLC Takes Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Heritage Oak Wealth Advisors LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 14,777 shares of the company’s stock, valued at approximately $1,488,000. iShares 0-3 Month Treasury Bond ETF comprises approximately 0.8% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest position.

Other hedge funds also recently added to or reduced their stakes in the company. Asset Dedication LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF in the second quarter valued at $30,000. Larson Financial Group LLC purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 2nd quarter worth about $31,000. Pineridge Advisors LLC purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth about $33,000. Maryland Capital Advisors Inc. purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 1st quarter worth about $36,000. Finally, Signaturefd LLC purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 2nd quarter worth about $48,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

SGOV stock opened at $100.72 on Tuesday. The company’s 50-day simple moving average is $100.56 and its 200-day simple moving average is $100.53. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.04 and a 52-week high of $100.75.

iShares 0-3 Month Treasury Bond ETF Company Profile