iShares U.S. Treasury Bond ETF (BATS:GOVT) is Bull Oak Capital LLC’s 10th Largest Position

Posted by Max Byerly on Feb 27th, 2025

Bull Oak Capital LLC trimmed its holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 40.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 229,435 shares of the company’s stock after selling 153,958 shares during the quarter. iShares U.S. Treasury Bond ETF accounts for approximately 2.9% of Bull Oak Capital LLC’s investment portfolio, making the stock its 10th biggest holding. Bull Oak Capital LLC’s holdings in iShares U.S. Treasury Bond ETF were worth $5,272,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Advisor OS LLC acquired a new position in shares of iShares U.S. Treasury Bond ETF in the 4th quarter valued at about $351,000. Summit Wealth Group LLC grew its holdings in iShares U.S. Treasury Bond ETF by 67.6% during the fourth quarter. Summit Wealth Group LLC now owns 70,923 shares of the company’s stock worth $1,630,000 after acquiring an additional 28,614 shares during the period. Bank of New York Mellon Corp raised its position in iShares U.S. Treasury Bond ETF by 9.0% during the fourth quarter. Bank of New York Mellon Corp now owns 1,484,339 shares of the company’s stock valued at $34,110,000 after acquiring an additional 122,353 shares in the last quarter. Prasad Wealth Partners LLC acquired a new position in iShares U.S. Treasury Bond ETF in the fourth quarter valued at approximately $6,903,000. Finally, IFP Advisors Inc lifted its holdings in iShares U.S. Treasury Bond ETF by 41.4% in the fourth quarter. IFP Advisors Inc now owns 23,902 shares of the company’s stock valued at $549,000 after acquiring an additional 6,995 shares during the period.

iShares U.S. Treasury Bond ETF Stock Performance

Shares of BATS GOVT opened at $22.92 on Thursday. The stock’s 50 day moving average price is $22.52 and its 200 day moving average price is $22.88.

iShares U.S. Treasury Bond ETF Increases Dividend

The company also recently declared a dividend, which was paid on Thursday, February 6th. Investors of record on Monday, February 3rd were given a dividend of $0.0674 per share. The ex-dividend date of this dividend was Monday, February 3rd. This is a positive change from iShares U.S. Treasury Bond ETF’s previous dividend of $0.06.

iShares U.S. Treasury Bond ETF Company Profile

(Free Report)

The iShares U.S. Treasury Bond ETF (GOVT) is an exchange-traded fund that is based on the ICE U.S. Treasury Core Bond index. The fund tracks a market-weighted index of fixed-rate nonconvertible U.S. Treasury securities with a remaining maturity of one year or more. GOVT was launched on Feb 14, 2012 and is managed by BlackRock.