Root Financial Partners LLC Acquires 16,490 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Chris Copeland on Feb 14th, 2025

Root Financial Partners LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 56.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,460 shares of the company’s stock after acquiring an additional 16,490 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises approximately 0.6% of Root Financial Partners LLC’s portfolio, making the stock its 20th biggest holding. Root Financial Partners LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $4,561,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. SeaCrest Wealth Management LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 16.8% during the 3rd quarter. SeaCrest Wealth Management LLC now owns 2,992 shares of the company’s stock worth $301,000 after purchasing an additional 431 shares in the last quarter. Twelve Points Wealth Management LLC increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 393.6% during the third quarter. Twelve Points Wealth Management LLC now owns 48,247 shares of the company’s stock valued at $4,859,000 after buying an additional 38,472 shares during the period. B.O.S.S. Retirement Advisors LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 159.5% in the third quarter. B.O.S.S. Retirement Advisors LLC now owns 5,828 shares of the company’s stock worth $587,000 after buying an additional 3,582 shares in the last quarter. Cornerstone Wealth Management LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the third quarter valued at approximately $266,000. Finally, Probity Advisors Inc. purchased a new position in iShares 0-3 Month Treasury Bond ETF during the third quarter valued at approximately $531,000.

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

iShares 0-3 Month Treasury Bond ETF stock opened at $100.46 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 50 day simple moving average is $100.43 and its 200 day simple moving average is $100.49.