Kingswood Wealth Advisors LLC Boosts Stock Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Frank Smitson on Jan 28th, 2025

Kingswood Wealth Advisors LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 44.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,300 shares of the company’s stock after acquiring an additional 4,097 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,334,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in SGOV. Bank of Montreal Can grew its holdings in iShares 0-3 Month Treasury Bond ETF by 3.9% during the 2nd quarter. Bank of Montreal Can now owns 25,761 shares of the company’s stock valued at $2,598,000 after buying an additional 971 shares in the last quarter. Millennium Management LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 14.9% in the 2nd quarter. Millennium Management LLC now owns 475,773 shares of the company’s stock worth $47,915,000 after purchasing an additional 61,601 shares in the last quarter. Creative Planning lifted its stake in iShares 0-3 Month Treasury Bond ETF by 12.9% in the 2nd quarter. Creative Planning now owns 387,963 shares of the company’s stock worth $39,072,000 after purchasing an additional 44,196 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 8.1% in the 2nd quarter. NewEdge Advisors LLC now owns 68,799 shares of the company’s stock valued at $6,929,000 after purchasing an additional 5,137 shares during the period. Finally, Sunbelt Securities Inc. increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 116.8% in the second quarter. Sunbelt Securities Inc. now owns 4,157 shares of the company’s stock worth $419,000 after purchasing an additional 2,240 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA:SGOV opened at $100.61 on Tuesday. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.15 and a 52-week high of $100.75. The stock has a fifty day moving average of $100.44 and a 200 day moving average of $100.50.