iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Shares Bought by Core Wealth Partners LLC

Posted by Tech Dows on Mar 26th, 2025

Core Wealth Partners LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 39.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 46,140 shares of the company’s stock after purchasing an additional 13,027 shares during the period. iShares 0-3 Month Treasury Bond ETF accounts for approximately 2.7% of Core Wealth Partners LLC’s investment portfolio, making the stock its 6th biggest holding. Core Wealth Partners LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $4,629,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Baron Silver Stevens Financial Advisors LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 2.4% during the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 4,457 shares of the company’s stock valued at $447,000 after buying an additional 104 shares in the last quarter. PFG Investments LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 0.4% during the fourth quarter. PFG Investments LLC now owns 26,663 shares of the company’s stock valued at $2,675,000 after acquiring an additional 118 shares in the last quarter. Arete Wealth Advisors LLC raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 0.5% in the 3rd quarter. Arete Wealth Advisors LLC now owns 26,816 shares of the company’s stock valued at $2,701,000 after purchasing an additional 132 shares during the last quarter. True Link Financial Advisors LLC raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 0.7% in the 4th quarter. True Link Financial Advisors LLC now owns 18,125 shares of the company’s stock valued at $1,818,000 after purchasing an additional 133 shares during the last quarter. Finally, Moisand Fitzgerald Tamayo LLC boosted its stake in iShares 0-3 Month Treasury Bond ETF by 2.9% in the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 4,921 shares of the company’s stock worth $494,000 after purchasing an additional 138 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA:SGOV opened at $100.61 on Wednesday. The company’s 50 day moving average is $100.51 and its two-hundred day moving average is $100.48. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.15 and a twelve month high of $100.75.