Heritage Wealth Management Inc. CA Reduces Stock Position in iShares U.S. Treasury Bond ETF $GOVT

Heritage Wealth Management Inc. CA lowered its stake in iShares U.S. Treasury Bond ETF (BATS:GOVT) by 0.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 77,013 shares of the company’s stock after selling 508 shares during the quarter. iShares U.S. Treasury Bond ETF accounts for 1.2% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 26th largest position. Heritage Wealth Management Inc. CA’s holdings in iShares U.S. Treasury Bond ETF were worth $1,770,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. GAMMA Investing LLC raised its position in iShares U.S. Treasury Bond ETF by 43.5% in the first quarter. GAMMA Investing LLC now owns 140,211 shares of the company’s stock worth $3,223,000 after acquiring an additional 42,507 shares during the period. Elevation Point Wealth Partners LLC raised its position in iShares U.S. Treasury Bond ETF by 6.8% in the first quarter. Elevation Point Wealth Partners LLC now owns 12,085 shares of the company’s stock worth $278,000 after acquiring an additional 769 shares during the period. Wealth Enhancement Advisory Services LLC raised its position in iShares U.S. Treasury Bond ETF by 9.3% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 23,633,284 shares of the company’s stock worth $543,211,000 after acquiring an additional 2,019,524 shares during the period. Abound Wealth Management bought a new position in iShares U.S. Treasury Bond ETF in the first quarter worth approximately $27,000. Finally, Cyndeo Wealth Partners LLC raised its position in iShares U.S. Treasury Bond ETF by 14.1% in the first quarter. Cyndeo Wealth Partners LLC now owns 77,985 shares of the company’s stock worth $1,792,000 after acquiring an additional 9,636 shares during the period.

iShares U.S. Treasury Bond ETF Stock Performance

GOVT opened at $23.26 on Wednesday. The stock has a fifty day simple moving average of $23.03 and a 200 day simple moving average of $22.87.

iShares U.S. Treasury Bond ETF Company Profile

The iShares U.S. Treasury Bond ETF (GOVT) is an exchange-traded fund that is based on the ICE U.S. Treasury Core Bond index. The fund tracks a market-weighted index of fixed-rate nonconvertible U.S. Treasury securities with a remaining maturity of one year or more. GOVT was launched on Feb 14, 2012 and is managed by BlackRock.