iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Shares Sold by Heritage Wealth Management Inc. Texas

Posted by Jon Anderson on Jan 24th, 2025

Heritage Wealth Management Inc. Texas reduced its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 4.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 60,198 shares of the company’s stock after selling 2,671 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises about 3.6% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 7th largest holding. Heritage Wealth Management Inc. Texas’ holdings in iShares 0-3 Month Treasury Bond ETF were worth $6,039,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of SGOV. Ulland Investment Advisors LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 152.0% in the 4th quarter. Ulland Investment Advisors LLC now owns 252 shares of the company’s stock valued at $25,000 after acquiring an additional 152 shares during the last quarter. Evensky & Katz LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF in the third quarter valued at $37,000. Godsey & Gibb Inc. acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth 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 holdings in shares of 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 buying an additional 142 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.58 on Friday. The stock’s 50 day simple moving average is $100.43 and its two-hundred day simple moving average is $100.49. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.15 and a 12 month high of $100.75.