Sound Financial Strategies Group LLC Cuts Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Sound Financial Strategies Group LLC trimmed its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 38.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 392,829 shares of the company’s stock after selling 246,414 shares during the period. iShares 0-3 Month Treasury Bond ETF accounts for about 33.2% of Sound Financial Strategies Group LLC’s investment portfolio, making the stock its largest position. Sound Financial Strategies Group LLC owned approximately 0.33% of iShares 0-3 Month Treasury Bond ETF worth $39,389,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. Capital Advisors Ltd. LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 55.1% in the 4th quarter. Capital Advisors Ltd. LLC now owns 12,463 shares of the company’s stock worth $1,250,000 after buying an additional 4,430 shares during the period. Private Management Group Inc. increased its position in iShares 0-3 Month Treasury Bond ETF by 20.1% in the 4th quarter. Private Management Group Inc. now owns 7,978 shares of the company’s stock worth $800,000 after buying an additional 1,335 shares during the period. Parkside Financial Bank & Trust increased its position in iShares 0-3 Month Treasury Bond ETF by 261.2% in the 4th quarter. Parkside Financial Bank & Trust now owns 49,633 shares of the company’s stock worth $4,977,000 after buying an additional 35,893 shares during the period. RWA Wealth Partners LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth approximately $895,000. Finally, EFG Asset Management Americas Corp. increased its position in iShares 0-3 Month Treasury Bond ETF by 30.2% in the 4th quarter. EFG Asset Management Americas Corp. now owns 3,457 shares of the company’s stock worth $347,000 after buying an additional 802 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of SGOV traded up $0.01 on Wednesday, reaching $100.62. 3,117,515 shares of the stock traded hands, compared to its average volume of 3,437,493. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.04 and a 12 month high of $100.74. The stock’s 50-day moving average price is $100.52 and its 200-day moving average price is $100.47.

About iShares 0-3 Month Treasury Bond ETF