Capital Advisors Wealth Management LLC Trims Stock Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Capital Advisors Wealth Management LLC trimmed its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 44.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,284 shares of the company’s stock after selling 39,726 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $5,048,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of SGOV. Madison Wealth Partners Inc raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 3.4% during the third quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock worth $312,000 after purchasing an additional 103 shares during the last quarter. Dagco Inc. grew its position in iShares 0-3 Month Treasury Bond ETF by 15.8% in the 3rd quarter. Dagco Inc. now owns 808 shares of the company’s stock valued at $81,000 after buying an additional 110 shares during the last quarter. Advisory Alpha LLC increased its stake in iShares 0-3 Month Treasury Bond ETF by 1.3% in the 3rd quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock valued at $924,000 after buying an additional 115 shares during the period. IFG Advisory LLC increased its stake in iShares 0-3 Month Treasury Bond ETF by 1.4% in the 3rd quarter. IFG Advisory LLC now owns 9,186 shares of the company’s stock valued at $925,000 after buying an additional 123 shares during the period. Finally, Weaver Consulting Group raised its position in iShares 0-3 Month Treasury Bond ETF by 3.6% during the 3rd quarter. Weaver Consulting Group now owns 4,018 shares of the company’s stock worth $405,000 after buying an additional 138 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV stock opened at $100.43 on Monday. The company has a fifty day moving average of $100.52 and a 200-day moving average of $100.52. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.27 and a one year high of $100.74.

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.