Navigate Wealth Management LLC Acquires Shares of 174,555 iShares 0-3 Month Treasury Bond ETF $SGOV

Navigate Wealth Management LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 174,555 shares of the company’s stock, valued at approximately $17,559,000. iShares 0-3 Month Treasury Bond ETF makes up 12.3% of Navigate Wealth Management LLC’s investment portfolio, making the stock its biggest position.

Other institutional investors have also added to or reduced their stakes in the company. Wealth Watch Advisors INC purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at about $25,000. Coston McIsaac & Partners bought a new position in iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth about $31,000. Smartleaf Asset Management LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 562.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 331 shares of the company’s stock worth $33,000 after buying an additional 281 shares during the period. BOKF NA purchased a new stake in iShares 0-3 Month Treasury Bond ETF in the third quarter worth about $41,000. Finally, Fifth Third Bancorp lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 4,890.0% in the fourth quarter. Fifth Third Bancorp now owns 499 shares of the company’s stock worth $50,000 after buying an additional 489 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.50 on Monday. iShares 0-3 Month Treasury Bond ETF has a fifty-two week low of $100.27 and a fifty-two week high of $100.74. The stock’s 50 day simple moving average is $100.53 and its two-hundred day simple moving average is $100.52.

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.