Pacific Capital Wealth Advisors Inc. Invests $8.80 Million in iShares 0-3 Month Treasury Bond ETF $SGOV

Pacific Capital Wealth Advisors Inc. bought a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOVFree Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 87,415 shares of the company’s stock, valued at approximately $8,803,000. iShares 0-3 Month Treasury Bond ETF makes up about 1.5% of Pacific Capital Wealth Advisors Inc.’s investment portfolio, making the stock its 13th biggest position.

Several other large investors have also bought and sold shares of SGOV. Weaver Consulting Group increased its holdings in iShares 0-3 Month Treasury Bond ETF by 2.7% in the second quarter. Weaver Consulting Group now owns 3,880 shares of the company’s stock valued at $391,000 after purchasing an additional 102 shares during the period. 4WEALTH Advisors Inc. lifted its stake in iShares 0-3 Month Treasury Bond ETF by 0.6% in the second quarter. 4WEALTH Advisors Inc. now owns 18,957 shares of the company’s stock valued at $1,909,000 after buying an additional 107 shares during the period. Dagco Inc. boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 15.8% during the 3rd quarter. Dagco Inc. now owns 808 shares of the company’s stock worth $81,000 after buying an additional 110 shares in the last quarter. EverSource Wealth Advisors LLC grew 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. Finally, Rossby Financial LCC increased its stake in iShares 0-3 Month Treasury Bond ETF by 15.2% in the second quarter. Rossby Financial LCC now owns 1,158 shares of the company’s stock valued at $117,000 after purchasing an additional 153 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

NYSEARCA SGOV opened at $100.56 on Monday. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.27 and a 52 week high of $100.74. The business has a 50 day moving average price of $100.47 and a 200-day moving average price of $100.52.

About iShares 0-3 Month Treasury Bond ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

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