Heritage Oak Wealth Advisors LLC Decreases Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Darlene League on Oct 25th, 2024

Heritage Oak Wealth Advisors LLC trimmed its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 51.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,220 shares of the company’s stock after selling 7,557 shares during the period. Heritage Oak Wealth Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $727,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Park Avenue Securities LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 66.9% during the 1st quarter. Park Avenue Securities LLC now owns 9,195 shares of the company’s stock valued at $926,000 after acquiring an additional 3,687 shares during the period. Financial Management Professionals Inc. lifted its position in iShares 0-3 Month Treasury Bond ETF by 16.5% during the first quarter. Financial Management Professionals Inc. now owns 874 shares of the company’s stock valued at $88,000 after purchasing an additional 124 shares during the period. Moisand Fitzgerald Tamayo LLC boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 8.7% in the first quarter. Moisand Fitzgerald Tamayo LLC now owns 2,419 shares of the company’s stock valued at $244,000 after purchasing an additional 193 shares during the last quarter. Guidance Capital Inc. grew its position in iShares 0-3 Month Treasury Bond ETF by 14.5% during the 1st quarter. Guidance Capital Inc. now owns 18,278 shares of the company’s stock worth $1,837,000 after purchasing an additional 2,318 shares during the period. Finally, Founders Financial Securities LLC grew its position in iShares 0-3 Month Treasury Bond ETF by 15.4% during the 1st quarter. Founders Financial Securities LLC now owns 58,591 shares of the company’s stock worth $5,901,000 after purchasing an additional 7,825 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of SGOV stock opened at $100.62 on Friday. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.04 and a 52-week high of $100.75. The business has a 50-day simple moving average of $100.54 and a 200-day simple moving average of $100.53.