Traphagen Investment Advisors LLC Has $25.18 Million Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Doug Madison on Jan 22nd, 2025

Traphagen Investment Advisors LLC lowered its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 9.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 251,005 shares of the company’s stock after selling 27,096 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises about 2.6% of Traphagen Investment Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Traphagen Investment Advisors LLC owned 0.12% of iShares 0-3 Month Treasury Bond ETF worth $25,181,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of SGOV. Benjamin F. Edwards & Company Inc. lifted its position in iShares 0-3 Month Treasury Bond ETF by 3,912.0% during the second quarter. Benjamin F. Edwards & Company Inc. now owns 8,024 shares of the company’s stock valued at $808,000 after purchasing an additional 7,824 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 68.7% during the second quarter. Kayne Anderson Rudnick Investment Management LLC now owns 6,434 shares of the company’s stock valued at $648,000 after purchasing an additional 2,619 shares in the last quarter. Evergreen Capital Management LLC purchased a new position in iShares 0-3 Month Treasury Bond ETF during the second quarter valued at $2,449,000. Bank of Montreal Can lifted its position in iShares 0-3 Month Treasury Bond ETF by 3.9% during the second quarter. Bank of Montreal Can now owns 25,761 shares of the company’s stock valued at $2,598,000 after purchasing an additional 971 shares in the last quarter. Finally, Strata Wealth Advisors LLC purchased a new position in iShares 0-3 Month Treasury Bond ETF during the second quarter valued at $214,000.

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

NYSEARCA SGOV opened at $100.55 on Wednesday. The business’s fifty day moving average is $100.43 and its 200 day moving average is $100.49. iShares 0-3 Month Treasury Bond ETF has a fifty-two week low of $100.15 and a fifty-two week high of $100.75.