Waterfront Wealth Inc. Has $10.68 Million Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Waterfront Wealth Inc. boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 174.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 106,121 shares of the company’s stock after buying an additional 67,393 shares during the period. iShares 0-3 Month Treasury Bond ETF accounts for about 2.0% of Waterfront Wealth Inc.’s investment portfolio, making the stock its 4th biggest holding. Waterfront Wealth Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $10,682,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Caliber Wealth Management LLC KS lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 67.5% during the 4th quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock worth $6,116,000 after purchasing an additional 24,545 shares during the last quarter. Crescent Grove Advisors LLC grew its stake in iShares 0-3 Month Treasury Bond ETF by 49.8% in the fourth quarter. Crescent Grove Advisors LLC now owns 205,156 shares of the company’s stock valued at $20,594,000 after purchasing an additional 68,167 shares during the last quarter. Sensenig Capital Advisors Inc bought a new position in iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth about $4,462,000. Fiscal Wisdom Wealth Management LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 127.2% in the fourth quarter. Fiscal Wisdom Wealth Management LLC now owns 9,805 shares of the company’s stock worth $984,000 after purchasing an additional 5,489 shares in the last quarter. Finally, Armstrong Advisory Group Inc. raised its holdings in iShares 0-3 Month Treasury Bond ETF by 29.7% in the fourth quarter. Armstrong Advisory Group Inc. now owns 53,896 shares of the company’s stock worth $5,410,000 after purchasing an additional 12,334 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

SGOV stock opened at $100.48 on Friday. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.27 and a one year high of $100.74. The firm has a 50-day simple moving average of $100.53 and a two-hundred day simple moving average of $100.52.

About iShares 0-3 Month Treasury Bond ETF

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.