iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Position Increased by Transform Wealth LLC

Posted by Liza Goodheart on Jan 21st, 2025

Transform Wealth LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 17,864.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 601,801 shares of the company’s stock after acquiring an additional 598,451 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises 3.4% of Transform Wealth LLC’s investment portfolio, making the stock its 4th largest position. Transform Wealth LLC owned about 0.30% of iShares 0-3 Month Treasury Bond ETF worth $60,373,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Ulland Investment Advisors LLC raised its position in iShares 0-3 Month Treasury Bond ETF by 152.0% during the fourth quarter. Ulland Investment Advisors LLC now owns 252 shares of the company’s stock valued at $25,000 after purchasing an additional 152 shares in the last quarter. Evensky & Katz LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF during the 3rd quarter valued at about $37,000. Godsey & Gibb Inc. purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at about $67,000. Clarity Asset Management Inc. purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF during the 3rd quarter valued at about $70,000. Finally, Carmichael Hill & Associates Inc. lifted its position 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 worth $76,000 after buying an additional 142 shares during the last quarter.

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

Shares of SGOV opened at $100.54 on Tuesday. iShares 0-3 Month Treasury Bond ETF has a 1 year low of $100.15 and a 1 year high of $100.75. The stock has a 50 day simple moving average of $100.43 and a two-hundred day simple moving average of $100.49.