Modern Wealth Management LLC Makes New Investment in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Joe Tyrrell on Mar 27th, 2025

Modern Wealth Management LLC bought a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 6,713 shares of the company’s stock, valued at approximately $674,000.

Several other hedge funds also recently made changes to their positions in SGOV. Grantvest Financial Group LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at $5,372,000. Prudential Financial Inc. grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 4.4% in the fourth quarter. Prudential Financial Inc. now owns 929,346 shares of the company’s stock worth $93,418,000 after purchasing an additional 39,420 shares during the last quarter. Clune & Associates LTD. purchased a new position in iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at about $2,364,000. Napatree Capital LLC bought a new position in iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at approximately $461,000. Finally, LPL Financial LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 40.0% in the 4th quarter. LPL Financial LLC now owns 4,236,194 shares of the company’s stock worth $424,975,000 after buying an additional 1,210,719 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

SGOV opened at $100.63 on Thursday. The stock’s 50 day moving average price is $100.52 and its 200-day moving average price is $100.49. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.15 and a 52-week high of $100.75.