Synergy Asset Management LLC Has $37.83 Million Stock Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Synergy Asset Management LLC boosted its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 41.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 375,636 shares of the company’s stock after purchasing an additional 109,191 shares during the quarter. iShares 0-3 Month Treasury Bond ETF makes up approximately 6.4% of Synergy Asset Management LLC’s investment portfolio, making the stock its 3rd largest holding. Synergy Asset Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $37,830,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of SGOV. Morgan Stanley raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 24.5% during the third quarter. Morgan Stanley now owns 4,673,524 shares of the company’s stock worth $470,484,000 after purchasing an additional 920,742 shares during the last quarter. International Assets Investment Management LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 865.6% in the 4th quarter. International Assets Investment Management LLC now owns 3,807,452 shares of the company’s stock valued at $381,773,000 after buying an additional 3,413,143 shares during the period. Ameriprise Financial Inc. boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 11.5% in the third quarter. Ameriprise Financial Inc. now owns 1,512,910 shares of the company’s stock worth $152,649,000 after buying an additional 156,229 shares during the last quarter. Global Assets Advisory LLC grew its holdings in iShares 0-3 Month Treasury Bond ETF by 10,223.1% during the first quarter. Global Assets Advisory LLC now owns 1,291,010 shares of the company’s stock worth $130,018,000 after acquiring an additional 1,278,504 shares during the period. Finally, Raymond James & Associates raised its position in iShares 0-3 Month Treasury Bond ETF by 237.4% during the fourth quarter. Raymond James & Associates now owns 1,102,243 shares of the company’s stock valued at $110,522,000 after acquiring an additional 775,520 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA SGOV traded up $0.01 during midday trading on Tuesday, reaching $100.32. 3,627,439 shares of the stock were exchanged, compared to its average volume of 3,704,869. The firm has a 50-day simple moving average of $100.54 and a two-hundred day simple moving average of $100.49. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.04 and a twelve month high of $100.75.

iShares 0-3 Month Treasury Bond ETF Profile