iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Position Trimmed by Sax Wealth Advisors LLC

Posted by Matthew Steigler on Jan 19th, 2025

Sax Wealth Advisors LLC trimmed its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 16.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,834 shares of the company’s stock after selling 1,157 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $585,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also made changes to their positions in SGOV. Jessup Wealth Management Inc increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 2.9% during the 3rd quarter. Jessup Wealth Management Inc now owns 3,752 shares of the company’s stock valued at $378,000 after acquiring an additional 107 shares during the last quarter. Arete Wealth Advisors LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 0.5% during the 3rd quarter. Arete Wealth Advisors LLC now owns 26,816 shares of the company’s stock worth $2,701,000 after purchasing an additional 132 shares during the period. Carmichael Hill & Associates Inc. raised its holdings in iShares 0-3 Month Treasury Bond ETF by 23.2% in the 3rd quarter. Carmichael Hill & Associates Inc. now owns 753 shares of the company’s stock valued at $76,000 after acquiring an additional 142 shares in the last quarter. National Bank of Canada FI lifted its position in iShares 0-3 Month Treasury Bond ETF by 5.0% in the third quarter. National Bank of Canada FI now owns 3,112 shares of the company’s stock worth $313,000 after purchasing an additional 149 shares during the period. Finally, Crane Advisory LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 6.5% during the 4th quarter. Crane Advisory LLC now owns 2,453 shares of the company’s stock valued at $246,000 after acquiring an additional 149 shares in the last quarter.

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

SGOV stock opened at $100.54 on Friday. The business’s 50 day moving average is $100.43 and its 200-day moving average is $100.49. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.15 and a 1-year high of $100.75.