iShares 0-3 Month Treasury Bond ETF $SGOV Position Lifted by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC grew its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 31.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 585,728 shares of the company’s stock after acquiring an additional 139,219 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises about 1.9% of Exencial Wealth Advisors LLC’s portfolio, making the stock its 7th biggest position. Exencial Wealth Advisors LLC owned approximately 0.08% of iShares 0-3 Month Treasury Bond ETF worth $58,795,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Webster Bank N. A. purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at $30,000. Jones Financial Companies Lllp increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1,241.4% in the 3rd quarter. Jones Financial Companies Lllp now owns 389 shares of the company’s stock valued at $39,000 after acquiring an additional 360 shares during the period. BOKF NA purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at $41,000. Barrett & Company Inc. purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 4th quarter valued at $51,000. Finally, Delta Asset Management LLC TN purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at $63,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.64 on Tuesday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.74. The business has a fifty day moving average price of $100.53 and a 200-day moving average price of $100.51.

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.