Successful Portfolios LLC Boosts Stock Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Successful Portfolios LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 19.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,449 shares of the company’s stock after buying an additional 4,206 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for about 1.7% of Successful Portfolios LLC’s investment portfolio, making the stock its 15th largest holding. Successful Portfolios LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,553,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in SGOV. LPL Financial LLC boosted its stake in iShares 0-3 Month Treasury Bond ETF by 4.5% during the 3rd quarter. LPL Financial LLC now owns 3,025,475 shares of the company’s stock valued at $304,726,000 after acquiring an additional 131,664 shares during the last quarter. Raymond James & Associates raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 61.2% in the 3rd quarter. Raymond James & Associates now owns 1,895,834 shares of the company’s stock valued at $190,948,000 after purchasing an additional 719,741 shares in the last quarter. Equity Investment Corp lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 4.3% during the third quarter. Equity Investment Corp now owns 1,665,872 shares of the company’s stock worth $167,787,000 after purchasing an additional 68,861 shares during the last quarter. Confluence Investment Management LLC grew its stake in iShares 0-3 Month Treasury Bond ETF by 31.6% in the fourth quarter. Confluence Investment Management LLC now owns 1,422,081 shares of the company’s stock worth $142,663,000 after purchasing an additional 341,614 shares in the last quarter. Finally, Lake Street Advisors Group LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF by 40.3% in the third quarter. Lake Street Advisors Group LLC now owns 1,263,965 shares of the company’s stock valued at $127,307,000 after buying an additional 363,155 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSEARCA SGOV opened at $100.54 on Monday. The stock’s 50 day moving average price is $100.43 and its two-hundred day moving average price is $100.49. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.15 and a 52-week high of $100.75.

iShares 0-3 Month Treasury Bond ETF Profile