1858 Wealth Management LLC Has $278,000 Stock Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Posted by Francis Steltz on Oct 12th, 2025

1858 Wealth Management LLC reduced its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 18.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,756 shares of the company’s stock after selling 603 shares during the quarter. 1858 Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $278,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Kingstone Capital Partners Texas LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 545,715.6% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 192,787,521 shares of the company’s stock worth $19,376,987,000 after purchasing an additional 192,752,200 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 578.2% during the 1st quarter. Ameriprise Financial Inc. now owns 6,485,389 shares of the company’s stock worth $652,884,000 after purchasing an additional 5,529,184 shares in the last quarter. LPL Financial LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 40.3% during the 1st quarter. LPL Financial LLC now owns 5,943,668 shares of the company’s stock worth $598,349,000 after purchasing an additional 1,707,474 shares in the last quarter. Raymond James Financial Inc. grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 36.9% during the 1st quarter. Raymond James Financial Inc. now owns 2,928,316 shares of the company’s stock worth $294,793,000 after purchasing an additional 789,737 shares in the last quarter. Finally, Confluence Investment Management LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 21.9% during the 2nd quarter. Confluence Investment Management LLC now owns 2,370,040 shares of the company’s stock worth $238,639,000 after purchasing an additional 426,548 shares in the last quarter.

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

NYSEARCA:SGOV opened at $100.51 on Friday. The stock’s 50-day simple moving average is $100.54 and its 200 day simple moving average is $100.54. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.15 and a twelve month high of $100.74.