iShares 0-3 Month Treasury Bond ETF $SGOV Shares Acquired by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas increased its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 7.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,785 shares of the company’s stock after purchasing an additional 5,430 shares during the quarter. iShares 0-3 Month Treasury Bond ETF makes up 3.4% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 8th largest holding. Heritage Wealth Management Inc. Texas’ holdings in iShares 0-3 Month Treasury Bond ETF were worth $7,732,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Synergy Asset Management LLC raised its position in iShares 0-3 Month Treasury Bond ETF by 287.0% during the third quarter. Synergy Asset Management LLC now owns 1,704,567 shares of the company’s stock valued at $171,641,000 after buying an additional 1,264,139 shares during the period. Founders Financial Securities LLC boosted its position 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 acquiring an additional 15,017 shares during the period. Dynamic Financial Group grew its stake in iShares 0-3 Month Treasury Bond ETF by 13.6% during the 3rd quarter. Dynamic Financial Group now owns 611,051 shares of the company’s stock valued at $61,533,000 after acquiring an additional 73,074 shares in the last quarter. Bangor Savings Bank grew its stake in iShares 0-3 Month Treasury Bond ETF by 28.6% during the 3rd quarter. Bangor Savings Bank now owns 264,404 shares of the company’s stock valued at $26,626,000 after acquiring an additional 58,868 shares in the last quarter. Finally, Armstrong Advisory Group Inc. increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 43.0% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 41,562 shares of the company’s stock valued at $4,185,000 after purchasing an additional 12,497 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA SGOV opened at $100.61 on Monday. The company has a 50 day simple moving average of $100.48 and a 200-day simple moving average of $100.53. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.27 and a 52-week 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.