SVB Wealth LLC Buys New Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by James Conley on Mar 1st, 2025

SVB Wealth LLC purchased a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 195,165 shares of the company’s stock, valued at approximately $19,579,000. SVB Wealth LLC owned 0.10% of iShares 0-3 Month Treasury Bond ETF at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the stock. Ulland Investment Advisors LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 152.0% in the fourth quarter. Ulland Investment Advisors LLC now owns 252 shares of the company’s stock worth $25,000 after buying an additional 152 shares during the period. Godsey & Gibb Inc. purchased a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth approximately $67,000. Clarity Asset Management Inc. acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the third quarter valued at approximately $70,000. Bank of Jackson Hole Trust acquired a new stake in iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at approximately $70,000. Finally, Carmichael Hill & Associates Inc. raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 23.2% during the third quarter. Carmichael Hill & Associates Inc. now owns 753 shares of the company’s stock valued at $76,000 after purchasing an additional 142 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of SGOV stock opened at $100.65 on Friday. The firm has a fifty day simple moving average of $100.47 and a 200-day simple moving average of $100.50. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.15 and a twelve month high of $100.75.