Buck Wealth Strategies LLC Has $15.68 Million Stock Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Liza Goodheart on Feb 6th, 2025

Buck Wealth Strategies LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 52.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 156,306 shares of the company’s stock after acquiring an additional 53,495 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up 3.3% of Buck Wealth Strategies LLC’s investment portfolio, making the stock its 4th largest holding. Buck Wealth Strategies LLC owned about 0.08% of iShares 0-3 Month Treasury Bond ETF worth $15,681,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Ulland Investment Advisors LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 152.0% in the fourth quarter. Ulland Investment Advisors LLC now owns 252 shares of the company’s stock worth $25,000 after buying an additional 152 shares in the last quarter. Evensky & Katz LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at approximately $37,000. Godsey & Gibb Inc. purchased a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at $67,000. Clarity Asset Management Inc. bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter worth $70,000. Finally, Carmichael Hill & Associates Inc. raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 23.2% in the third quarter. Carmichael Hill & Associates Inc. now owns 753 shares of the company’s stock worth $76,000 after purchasing an additional 142 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA:SGOV opened at $100.36 on Thursday. 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’s fifty day moving average price is $100.43 and its 200-day moving average price is $100.50.