iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) is Aveo Capital Partners LLC’s Largest Position

Posted by Terry King on Feb 15th, 2025

Aveo Capital Partners LLC increased its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 128.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 551,490 shares of the company’s stock after purchasing an additional 310,146 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for 6.0% of Aveo Capital Partners LLC’s portfolio, making the stock its largest position. Aveo Capital Partners LLC owned 0.27% of iShares 0-3 Month Treasury Bond ETF worth $55,326,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in SGOV. Strategic Financial Concepts LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 9,893.6% in the fourth quarter. Strategic Financial Concepts LLC now owns 3,047,636 shares of the company’s stock valued at $305,739,000 after acquiring an additional 3,017,140 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1,715.0% during the fourth quarter. Geneos Wealth Management Inc. now owns 1,206,424 shares of the company’s stock worth $121,028,000 after purchasing an additional 1,139,955 shares during the period. Raymond James & Associates raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 61.2% during the third quarter. Raymond James & Associates now owns 1,895,834 shares of the company’s stock worth $190,948,000 after purchasing an additional 719,741 shares during the period. Ridgepath Capital Management LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth $63,906,000. Finally, Cerity Partners LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 110.3% during the third quarter. Cerity Partners LLC now owns 1,174,783 shares of the company’s stock worth $118,324,000 after purchasing an additional 616,225 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA:SGOV opened at $100.50 on Friday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.15 and a 1-year high of $100.75. The company’s fifty day moving average is $100.43 and its two-hundred day moving average is $100.49.