SwitchPoint Financial Planning LLC Purchases Shares of 16,895 iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Max Byerly on Mar 26th, 2025

SwitchPoint Financial Planning LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 16,895 shares of the company’s stock, valued at approximately $1,695,000. iShares 0-3 Month Treasury Bond ETF comprises approximately 1.6% of SwitchPoint Financial Planning LLC’s portfolio, making the stock its 17th biggest holding.

Several other large investors have also modified their holdings of the stock. Baron Silver Stevens Financial Advisors LLC raised its stake in iShares 0-3 Month Treasury Bond ETF by 2.4% during the fourth quarter. Baron Silver Stevens Financial Advisors LLC now owns 4,457 shares of the company’s stock worth $447,000 after purchasing an additional 104 shares during the period. PFG Investments LLC raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 0.4% in the 4th quarter. PFG Investments LLC now owns 26,663 shares of the company’s stock worth $2,675,000 after buying an additional 118 shares during the period. Arete Wealth Advisors LLC raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 0.5% in the 3rd quarter. Arete Wealth Advisors LLC now owns 26,816 shares of the company’s stock worth $2,701,000 after buying an additional 132 shares during the period. True Link Financial Advisors LLC boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 0.7% in the fourth quarter. True Link Financial Advisors LLC now owns 18,125 shares of the company’s stock valued at $1,818,000 after acquiring an additional 133 shares during the last quarter. Finally, Moisand Fitzgerald Tamayo LLC increased its stake in iShares 0-3 Month Treasury Bond ETF by 2.9% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 4,921 shares of the company’s stock worth $494,000 after acquiring an additional 138 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.61 on Wednesday. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.15 and a 12 month high of $100.75. The stock’s 50-day moving average is $100.51 and its 200-day moving average is $100.48.