Maridea Wealth Management LLC Trims Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Maridea Wealth Management LLC reduced its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 18.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 126,450 shares of the company’s stock after selling 28,564 shares during the quarter. iShares 0-3 Month Treasury Bond ETF makes up about 1.9% of Maridea Wealth Management LLC’s portfolio, making the stock its 6th largest holding. Maridea Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $12,693,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Laurel Wealth Advisors LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF by 10,406.6% in the second quarter. Laurel Wealth Advisors LLC now owns 22,874,397 shares of the company’s stock valued at $2,303,223,000 after purchasing an additional 22,656,682 shares during the period. Aaron Wealth Advisors LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF during the 3rd quarter worth about $166,116,000. GM Advisory Group LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 112.2% during the 3rd quarter. GM Advisory Group LLC now owns 2,569,599 shares of the company’s stock worth $258,759,000 after buying an additional 1,358,619 shares during the period. Cerity Partners LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 110.4% in the 2nd quarter. Cerity Partners LLC now owns 2,473,988 shares of the company’s stock valued at $249,106,000 after buying an additional 1,298,316 shares during the last quarter. Finally, Synergy Asset Management LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 287.0% in the 3rd 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 last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of SGOV stock opened at $100.58 on Friday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.74. The stock has a 50-day moving average of $100.52 and a 200-day moving average of $100.51.

About iShares 0-3 Month Treasury Bond ETF

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.