Spectrum Planning & Advisory Services Inc. Raises Stock Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Spectrum Planning & Advisory Services Inc. increased its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 5.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 130,484 shares of the company’s stock after acquiring an additional 6,964 shares during the quarter. iShares 0-3 Month Treasury Bond ETF makes up about 6.7% of Spectrum Planning & Advisory Services Inc.’s portfolio, making the stock its 2nd largest position. Spectrum Planning & Advisory Services Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $13,098,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of SGOV. Brighton Jones LLC bought a new position in iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth $4,810,000. Bison Wealth LLC boosted its stake in iShares 0-3 Month Treasury Bond ETF by 161.2% during the fourth quarter. Bison Wealth LLC now owns 28,209 shares of the company’s stock worth $2,830,000 after acquiring an additional 17,409 shares in the last quarter. AQR Capital Management LLC bought a new position in iShares 0-3 Month Treasury Bond ETF during the first quarter worth $207,000. Goldman Sachs Group Inc. bought a new position in iShares 0-3 Month Treasury Bond ETF during the first quarter worth $810,000. Finally, Schnieders Capital Management LLC. bought a new position in iShares 0-3 Month Treasury Bond ETF during the second quarter worth $1,906,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA SGOV opened at $100.40 on Wednesday. iShares 0-3 Month Treasury Bond ETF has a 12-month low of $100.27 and a 12-month high of $100.74. The company’s fifty day simple moving average is $100.55 and its 200 day simple moving average is $100.52.

iShares 0-3 Month Treasury Bond ETF 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.