iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by Core Wealth Partners LLC

Core Wealth Partners LLC cut its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 9.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 47,801 shares of the company’s stock after selling 5,219 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises approximately 2.2% of Core Wealth Partners LLC’s holdings, making the stock its 9th largest holding. Core Wealth Partners LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $4,798,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the company. Axxcess Wealth Management LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 379.3% in the fourth quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock valued at $326,844,000 after acquiring an additional 2,576,728 shares during the last quarter. CIBC Private Wealth Group LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 129.3% during the fourth quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock valued at $415,762,000 after acquiring an additional 2,335,616 shares during the period. Cerity Partners LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 111.8% during the 4th quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock valued at $395,805,000 after purchasing an additional 2,081,395 shares during the period. Robinhood Asset Management LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at approximately $177,740,000. Finally, Westerkirk Capital Inc. acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 4th quarter valued at $152,955,000.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of SGOV opened at $100.55 on Thursday. The stock’s 50-day moving average price is $100.54 and its two-hundred day moving average price is $100.51. iShares 0-3 Month Treasury Bond ETF has a 1 year low of $100.27 and a 1 year high of $100.74.

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.