Sonoma Private Wealth LLC Has $825,000 Stock Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Sonoma Private Wealth LLC grew its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOVFree Report) by 6.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,189 shares of the company’s stock after acquiring an additional 463 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for about 1.3% of Sonoma Private Wealth LLC’s holdings, making the stock its 24th largest position. Sonoma Private Wealth LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $825,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Strategic Financial Concepts LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 7,067.0% in the 2nd quarter. Strategic Financial Concepts LLC now owns 4,070,502 shares of the company’s stock worth $4,099,000 after buying an additional 4,013,707 shares in the last quarter. LPL Financial LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 20.0% in the second quarter. LPL Financial LLC now owns 2,893,811 shares of the company’s stock worth $291,436,000 after purchasing an additional 481,976 shares during the period. Equity Investment Corp raised its holdings in iShares 0-3 Month Treasury Bond ETF by 27.5% during the 1st quarter. Equity Investment Corp now owns 1,644,296 shares of the company’s stock worth $165,597,000 after purchasing an additional 354,872 shares during the last quarter. Confluence Investment Management LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 48.7% during the 2nd quarter. Confluence Investment Management LLC now owns 1,349,177 shares of the company’s stock valued at $135,876,000 after purchasing an additional 441,877 shares during the period. Finally, Global Assets Advisory LLC boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 10,223.1% in the 1st quarter. Global Assets Advisory LLC now owns 1,291,010 shares of the company’s stock valued at $130,018,000 after purchasing an additional 1,278,504 shares during the last quarter.

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

Shares of SGOV traded up $0.04 on Friday, reaching $100.56. 814,324 shares of the company’s stock were exchanged, compared to its average volume of 4,062,695. The business has a 50 day moving average price of $100.53 and a two-hundred day moving average price of $100.52. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.04 and a 12 month high of $100.75.

iShares 0-3 Month Treasury Bond ETF Profile

(Free Report)

See Also

Institutional Ownership by Quarter for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

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