Breakthru Advisory Services LLC Makes New $2.23 Million Investment in iShares 0-3 Month Treasury Bond ETF $SGOV

Breakthru Advisory Services LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 22,140 shares of the company’s stock, valued at approximately $2,229,000. iShares 0-3 Month Treasury Bond ETF comprises approximately 1.5% of Breakthru Advisory Services LLC’s portfolio, making the stock its 16th biggest holding.

Several other institutional investors also recently modified their holdings of SGOV. U.S. Capital Wealth Advisors LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at about $247,000. Affinity Capital Advisors LLC raised its stake in iShares 0-3 Month Treasury Bond ETF by 477.0% in the third quarter. Affinity Capital Advisors LLC now owns 84,557 shares of the company’s stock valued at $8,488,000 after buying an additional 69,902 shares during the period. Chapin Davis Inc. bought a new stake in iShares 0-3 Month Treasury Bond ETF in the third quarter valued at approximately $1,341,000. Prosperity Planning Inc. boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 85.6% during the 3rd quarter. Prosperity Planning Inc. now owns 21,192 shares of the company’s stock worth $2,134,000 after acquiring an additional 9,772 shares during the period. Finally, Pacifica Partners Inc. increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 50.1% during the 3rd quarter. Pacifica Partners Inc. now owns 3,593 shares of the company’s stock worth $361,000 after acquiring an additional 1,200 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV opened at $100.28 on Friday. The stock’s fifty day simple moving average is $100.53 and its 200 day simple moving average is $100.54. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.20 and a 1-year 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.