Blake Schutter Theil Wealth Advisors LLC Invests $456,000 in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Lorenzo Tanos on Mar 9th, 2025

Blake Schutter Theil Wealth Advisors LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the fourth quarter, Holdings Channel reports. The firm acquired 4,541 shares of the company’s stock, valued at approximately $456,000.

A number of other institutional investors have also recently added to or reduced their stakes in SGOV. Strategic Financial Concepts LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 9,893.6% in the 4th quarter. Strategic Financial Concepts LLC now owns 3,047,636 shares of the company’s stock worth $305,739,000 after buying an additional 3,017,140 shares in the last quarter. Raymond James Financial Inc. bought a new stake in iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth about $214,542,000. Geneos Wealth Management Inc. lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 1,715.0% in the 4th quarter. Geneos Wealth Management Inc. now owns 1,206,424 shares of the company’s stock valued at $121,028,000 after acquiring an additional 1,139,955 shares during the last quarter. Ridgepath Capital Management LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at about $63,906,000. Finally, Cerity Partners LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 110.3% in the 3rd quarter. Cerity Partners LLC now owns 1,174,783 shares of the company’s stock worth $118,324,000 after purchasing an additional 616,225 shares during the last quarter.

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

NYSEARCA SGOV opened at $100.43 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 50 day simple moving average is $100.48 and its 200 day simple moving average is $100.49.