Grantvest Financial Group LLC Takes Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Trent Williams on Mar 24th, 2025

Grantvest Financial Group LLC acquired 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 13F filing with the SEC. The institutional investor acquired 53,546 shares of the company’s stock, valued at approximately $5,372,000. iShares 0-3 Month Treasury Bond ETF comprises about 6.0% of Grantvest Financial Group LLC’s holdings, making the stock its largest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SGOV. Ulland Investment Advisors LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 152.0% during the fourth quarter. Ulland Investment Advisors LLC now owns 252 shares of the company’s stock valued at $25,000 after purchasing an additional 152 shares during the last quarter. Godsey & Gibb Inc. bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at about $67,000. Clarity Asset Management Inc. acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the third quarter valued at approximately $70,000. Bank of Jackson Hole Trust bought a new position in iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at about $70,000. Finally, Kozak & Associates Inc. bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth about $79,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA:SGOV opened at $100.58 on Monday. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.15 and a 1-year high of $100.75. The business’s 50-day moving average price is $100.51 and its two-hundred day moving average price is $100.48.