Buck Wealth Strategies LLC Lowers Stock Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Editorial Team on Nov 13th, 2024

Buck Wealth Strategies LLC trimmed its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 13.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 102,811 shares of the company’s stock after selling 16,594 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for 3.3% of Buck Wealth Strategies LLC’s holdings, making the stock its 4th largest holding. Buck Wealth Strategies LLC owned 0.05% of iShares 0-3 Month Treasury Bond ETF worth $10,355,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Strategic Financial Concepts LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 7,067.0% in the 2nd 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 last quarter. LPL Financial LLC raised its position in iShares 0-3 Month Treasury Bond ETF by 20.0% during the 2nd quarter. LPL Financial LLC now owns 2,893,811 shares of the company’s stock worth $291,436,000 after purchasing an additional 481,976 shares during the last quarter. Raymond James & Associates lifted its holdings 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 worth $190,948,000 after buying an additional 719,741 shares during the period. Confluence Investment Management LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 48.7% in the 2nd quarter. Confluence Investment Management LLC now owns 1,349,177 shares of the company’s stock valued at $135,876,000 after buying an additional 441,877 shares during the last quarter. Finally, Lake Street Advisors Group LLC increased its stake in shares of iShares 0-3 Month Treasury Bond ETF by 40.3% in the third quarter. Lake Street Advisors Group LLC now owns 1,263,965 shares of the company’s stock valued at $127,307,000 after buying an additional 363,155 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA SGOV opened at $100.44 on Wednesday. The firm has a fifty day simple moving average of $100.51 and a 200 day simple moving average of $100.52. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.04 and a twelve month high of $100.75.