Talisman Wealth Advisors LLC Has $2.51 Million Holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by on May 20th, 2025

Talisman Wealth Advisors LLC lessened its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 22.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,967 shares of the company’s stock after selling 7,336 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises 2.6% of Talisman Wealth Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Talisman Wealth Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,505,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently made changes to their positions in SGOV. Ulland Investment Advisors LLC lifted 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 buying an additional 152 shares in the last quarter. True Wealth Design LLC bought a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth approximately $30,000. Bank of Jackson Hole Trust bought a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth approximately $70,000. Investment Counsel Co. of Nevada purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth approximately $73,000. Finally, Hazlett Burt & Watson Inc. bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at approximately $105,000.

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

Shares of NYSEARCA:SGOV opened at $100.56 on Tuesday. The business’s 50 day moving average is $100.52 and its 200 day moving average is $100.48. iShares 0-3 Month Treasury Bond ETF has a 12-month low of $100.15 and a 12-month high of $100.75.

iShares 0-3 Month Treasury Bond ETF Profile

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Institutional Ownership by Quarter for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

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