Beaumont Financial Advisors LLC Buys 439,400 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Beaumont Financial Advisors LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 1,074.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 480,286 shares of the company’s stock after buying an additional 439,400 shares during the period. iShares 0-3 Month Treasury Bond ETF accounts for 3.2% of Beaumont Financial Advisors LLC’s investment portfolio, making the stock its 5th biggest position. Beaumont Financial Advisors LLC owned approximately 0.07% of iShares 0-3 Month Treasury Bond ETF worth $48,211,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Madison Wealth Partners Inc boosted its position in iShares 0-3 Month Treasury Bond ETF by 3.4% during the 3rd quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock worth $312,000 after acquiring an additional 103 shares during the period. Dagco Inc. increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 15.8% during the third quarter. Dagco Inc. now owns 808 shares of the company’s stock valued at $81,000 after purchasing an additional 110 shares during the period. Advisory Alpha LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 1.3% during the third quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock valued at $924,000 after purchasing an additional 115 shares in the last quarter. IFG Advisory LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 1.4% during the third quarter. IFG Advisory LLC now owns 9,186 shares of the company’s stock valued at $925,000 after purchasing an additional 123 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 0.8% in the second quarter. EverSource Wealth Advisors LLC now owns 15,774 shares of the company’s stock worth $1,588,000 after purchasing an additional 132 shares during the period.

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

Shares of SGOV opened at $100.43 on Friday. The firm has a 50-day moving average price of $100.53 and a 200 day moving average price of $100.52. 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 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.