Bernardo Wealth Planning LLC Has $14.17 Million Stake in iShares U.S. Treasury Bond ETF (BATS:GOVT)

Posted by Donald Scott on Oct 20th, 2024

Bernardo Wealth Planning LLC grew its stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 11.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 615,788 shares of the company’s stock after purchasing an additional 62,499 shares during the period. iShares U.S. Treasury Bond ETF makes up 3.4% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its 10th largest holding. Bernardo Wealth Planning LLC’s holdings in iShares U.S. Treasury Bond ETF were worth $14,172,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Westside Investment Management Inc. bought a new position in iShares U.S. Treasury Bond ETF in the second quarter worth $29,000. EverSource Wealth Advisors LLC grew its position in shares of iShares U.S. Treasury Bond ETF by 79.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,680 shares of the company’s stock worth $39,000 after buying an additional 746 shares during the period. Family Asset Management LLC increased its stake in shares of iShares U.S. Treasury Bond ETF by 210.9% in the 2nd quarter. Family Asset Management LLC now owns 1,903 shares of the company’s stock worth $43,000 after acquiring an additional 1,291 shares in the last quarter. Avion Wealth purchased a new position in iShares U.S. Treasury Bond ETF during the 2nd quarter valued at about $45,000. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new position in iShares U.S. Treasury Bond ETF during the 2nd quarter valued at about $52,000.

iShares U.S. Treasury Bond ETF Stock Performance

Shares of GOVT opened at $23.04 on Friday. The business has a fifty day simple moving average of $23.33 and a 200-day simple moving average of $22.82.

iShares U.S. Treasury Bond ETF Increases Dividend

The business also recently declared a dividend, which was paid on Friday, September 6th. Investors of record on Tuesday, September 3rd were paid a $0.0629 dividend. The ex-dividend date was Tuesday, September 3rd. This is an increase from iShares U.S. Treasury Bond ETF’s previous dividend of $0.06.

About iShares U.S. Treasury Bond ETF

(Free Report)

The iShares U.S. Treasury Bond ETF (GOVT) is an exchange-traded fund that is based on the ICE U.S. Treasury Core Bond index. The fund tracks a market-weighted index of fixed-rate nonconvertible U.S. Treasury securities with a remaining maturity of one year or more. GOVT was launched on Feb 14, 2012 and is managed by BlackRock.