Financial Planning Hawaii Inc. Invests $1.90 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

Financial Planning Hawaii Inc. bought a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 18,878 shares of the company’s stock, valued at approximately $1,895,000. iShares 0-3 Month Treasury Bond ETF makes up about 1.1% of Financial Planning Hawaii Inc.’s investment portfolio, making the stock its 25th biggest position.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Truist Financial Corp raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 24.9% during the third quarter. Truist Financial Corp now owns 427,151 shares of the company’s stock worth $43,014,000 after purchasing an additional 85,182 shares during the period. Synergy Asset Management LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 287.0% in the 3rd quarter. Synergy Asset Management LLC now owns 1,704,567 shares of the company’s stock valued at $171,641,000 after purchasing an additional 1,264,139 shares during the period. Armstrong Advisory Group Inc. increased its stake in iShares 0-3 Month Treasury Bond ETF by 29.7% in the 4th quarter. Armstrong Advisory Group Inc. now owns 53,896 shares of the company’s stock worth $5,410,000 after purchasing an additional 12,334 shares in the last quarter. Woodmont Investment Counsel LLC increased its stake in iShares 0-3 Month Treasury Bond ETF by 9.0% in the 3rd quarter. Woodmont Investment Counsel LLC now owns 161,310 shares of the company’s stock worth $16,244,000 after purchasing an additional 13,302 shares in the last quarter. Finally, Founders Financial Securities LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 29.1% during the 3rd quarter. Founders Financial Securities LLC now owns 66,549 shares of the company’s stock worth $6,701,000 after buying an additional 15,017 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Up 0.0%

SGOV stock opened at $100.66 on Tuesday. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.27 and a one year high of $100.74. The firm has a 50-day moving average of $100.53 and a two-hundred day moving average of $100.52.

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.