iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by Phil A. Younker & Associates Ltd.

Phil A. Younker & Associates Ltd. cut its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 43.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,394 shares of the company’s stock after selling 22,448 shares during the period. iShares 0-3 Month Treasury Bond ETF accounts for 2.0% of Phil A. Younker & Associates Ltd.’s investment portfolio, making the stock its 11th largest holding. Phil A. Younker & Associates Ltd.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,959,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Bank of America Corp DE grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 3.2% during the second quarter. Bank of America Corp DE now owns 10,561,368 shares of the company’s stock worth $1,063,424,000 after purchasing an additional 328,511 shares in the last quarter. LPL Financial LLC raised its stake in iShares 0-3 Month Treasury Bond ETF by 11.4% in the fourth quarter. LPL Financial LLC now owns 8,796,355 shares of the company’s stock valued at $882,978,000 after buying an additional 896,804 shares in the last quarter. CIBC Private Wealth Group LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 129.3% during the 4th quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock worth $415,762,000 after buying an additional 2,335,616 shares during the last quarter. Cerity Partners LLC lifted its holdings 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 worth $395,805,000 after buying an additional 2,081,395 shares during the last quarter. Finally, Axxcess Wealth Management LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 379.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock worth $326,844,000 after acquiring an additional 2,576,728 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Up 0.0%

NYSEARCA:SGOV opened at $100.61 on Wednesday. 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 simple moving average of $100.55 and a 200-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.