Claro Advisors LLC Has $218,000 Stock Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Joseph Griffin on Jan 16th, 2025

Claro Advisors LLC trimmed its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,175 shares of the company’s stock after selling 224 shares during the quarter. Claro Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $218,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 4.5% in the 3rd quarter. LPL Financial LLC now owns 3,025,475 shares of the company’s stock valued at $304,726,000 after purchasing an additional 131,664 shares during the period. Raymond James & Associates increased its holdings in iShares 0-3 Month Treasury Bond ETF by 61.2% in the third quarter. Raymond James & Associates now owns 1,895,834 shares of the company’s stock valued at $190,948,000 after purchasing an additional 719,741 shares during the last quarter. Equity Investment Corp lifted its stake in iShares 0-3 Month Treasury Bond ETF by 4.3% in the third quarter. Equity Investment Corp now owns 1,665,872 shares of the company’s stock valued at $167,787,000 after buying an additional 68,861 shares during the period. Confluence Investment Management LLC boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 31.6% during the fourth quarter. Confluence Investment Management LLC now owns 1,422,081 shares of the company’s stock worth $142,663,000 after buying an additional 341,614 shares during the last quarter. Finally, Lake Street Advisors Group LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 40.3% during the 3rd quarter. Lake Street Advisors Group LLC now owns 1,263,965 shares of the company’s stock worth $127,307,000 after buying an additional 363,155 shares during the period.

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

Shares of SGOV stock opened at $100.49 on Thursday. The stock has a 50-day moving average of $100.42 and a 200-day moving average of $100.49. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.15 and a one year high of $100.75.