Axis Wealth Partners LLC Takes Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Bonnie Powley on Mar 9th, 2025

Axis Wealth Partners LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 11,784 shares of the company’s stock, valued at approximately $1,182,000. iShares 0-3 Month Treasury Bond ETF makes up 1.0% of Axis Wealth Partners LLC’s holdings, making the stock its 29th biggest holding.

Several other large investors also recently made changes to their positions in SGOV. Ulland Investment Advisors LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 152.0% in 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 in the last quarter. Godsey & Gibb Inc. acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth approximately $67,000. Clarity Asset Management Inc. acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at $70,000. Bank of Jackson Hole Trust bought a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth about $70,000. Finally, Kozak & Associates Inc. bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth approximately $79,000.

iShares 0-3 Month Treasury Bond ETF Stock Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.43 on Friday. The business has a 50-day moving average of $100.48 and a 200-day moving average of $100.49. iShares 0-3 Month Treasury Bond ETF has a 1 year low of $100.15 and a 1 year high of $100.75.