Financial Strategies Group Inc. Trims Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Michael Baxter on Nov 8th, 2024

Financial Strategies Group Inc. reduced its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 17.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,809 shares of the company’s stock after selling 3,216 shares during the quarter. Financial Strategies Group Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,488,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in SGOV. Strategic Financial Concepts LLC increased its stake in shares of iShares 0-3 Month Treasury Bond ETF by 7,067.0% during the second quarter. Strategic Financial Concepts LLC now owns 4,070,502 shares of the company’s stock valued at $4,099,000 after buying an additional 4,013,707 shares during the period. Raymond James & Associates increased its position in iShares 0-3 Month Treasury Bond ETF by 61.2% during the 3rd quarter. Raymond James & Associates now owns 1,895,834 shares of the company’s stock valued at $190,948,000 after purchasing an additional 719,741 shares during the period. Lake Street Advisors Group LLC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the 1st quarter valued at about $70,971,000. Cetera Investment Advisers lifted its position in shares of iShares 0-3 Month Treasury Bond ETF by 315.1% in the 1st quarter. Cetera Investment Advisers now owns 665,352 shares of the company’s stock worth $67,008,000 after purchasing an additional 505,072 shares during the period. Finally, LPL Financial LLC boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 20.0% during the second quarter. LPL Financial LLC now owns 2,893,811 shares of the company’s stock valued at $291,436,000 after purchasing an additional 481,976 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA:SGOV opened at $100.39 on Friday. The firm has a 50 day moving average of $100.52 and a 200 day moving average of $100.53. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.04 and a 52 week high of $100.75.