OakTrust Wealth Advisors LLC Takes $648,000 Position in iShares 0-3 Month Treasury Bond ETF $SGOV

OakTrust Wealth Advisors LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,457 shares of the company’s stock, valued at approximately $648,000. iShares 0-3 Month Treasury Bond ETF comprises 0.6% of OakTrust Wealth Advisors LLC’s portfolio, making the stock its 29th biggest position.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Madison Wealth Partners Inc grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 3.4% in the third quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock valued at $312,000 after purchasing an additional 103 shares in the last quarter. Advisory Alpha LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 1.3% in the third quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock worth $924,000 after purchasing an additional 115 shares during the last quarter. IFG Advisory LLC raised its stake in 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. Weaver Consulting Group raised its stake in iShares 0-3 Month Treasury Bond ETF by 3.6% during the third quarter. Weaver Consulting Group now owns 4,018 shares of the company’s stock valued at $405,000 after purchasing an additional 138 shares in the last quarter. Finally, Nwam LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 1.4% during the fourth quarter. Nwam LLC now owns 9,938 shares of the company’s stock valued at $1,000,000 after purchasing an additional 138 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA:SGOV opened at $100.59 on Friday. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.27 and a 52 week high of $100.74. The firm has a fifty day simple moving average of $100.54 and a two-hundred day simple moving average of $100.51.

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.