Evermay Wealth Management LLC Sells 5,455 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by James Conley on Feb 1st, 2025

Evermay Wealth Management LLC lessened its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 9.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 49,622 shares of the company’s stock after selling 5,455 shares during the quarter. iShares 0-3 Month Treasury Bond ETF makes up approximately 0.8% of Evermay Wealth Management LLC’s portfolio, making the stock its 22nd largest holding. Evermay Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $4,978,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in SGOV. Bank of Montreal Can increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 3.9% during the 2nd quarter. Bank of Montreal Can now owns 25,761 shares of the company’s stock valued at $2,598,000 after acquiring an additional 971 shares during the last quarter. Truist Financial Corp boosted its position in iShares 0-3 Month Treasury Bond ETF by 56.2% during the second quarter. Truist Financial Corp now owns 184,121 shares of the company’s stock worth $18,543,000 after purchasing an additional 66,273 shares during the period. Canandaigua National Bank & Trust Co. acquired a new position in iShares 0-3 Month Treasury Bond ETF during the third quarter valued at approximately $360,000. Dominguez Wealth Management Solutions Inc. raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 4.1% in the third quarter. Dominguez Wealth Management Solutions Inc. now owns 131,016 shares of the company’s stock valued at $13,196,000 after purchasing an additional 5,212 shares during the period. Finally, Eldred Rock Partners LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the third quarter worth $1,134,000.

iShares 0-3 Month Treasury Bond ETF Trading Up 0.0 %

NYSEARCA:SGOV opened at $100.68 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 firm’s fifty day simple moving average is $100.45 and its 200 day simple moving average is $100.50.