Waterfront Wealth Inc. Decreases Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Trevor Kearing on Feb 21st, 2025

Waterfront Wealth Inc. trimmed its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 20,090 shares of the company’s stock after selling 1,152 shares during the period. Waterfront Wealth Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,015,000 as of its most recent filing with the Securities and Exchange Commission.

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

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

Shares of SGOV stock opened at $100.54 on Friday. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.15 and a 12 month high of $100.75. The company’s fifty day moving average price is $100.43 and its two-hundred day moving average price is $100.49.