Discipline Wealth Solutions LLC Purchases New Shares in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Donna Armstrong on Dec 11th, 2024

Discipline Wealth Solutions LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 9,472 shares of the company’s stock, valued at approximately $954,000. iShares 0-3 Month Treasury Bond ETF accounts for approximately 0.5% of Discipline Wealth Solutions LLC’s holdings, making the stock its 27th largest holding.

Other large investors have also added to or reduced their stakes in the company. Asset Dedication LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 2nd quarter worth $30,000. Larson Financial Group LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 2nd quarter valued at about $31,000. Evensky & Katz LLC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF in the 3rd quarter valued at approximately $37,000. Signaturefd LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 2nd quarter worth approximately $48,000. Finally, Carmichael Hill & Associates Inc. increased its stake in iShares 0-3 Month Treasury Bond ETF by 106.4% in the second quarter. Carmichael Hill & Associates Inc. now owns 611 shares of the company’s stock valued at $62,000 after acquiring an additional 315 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of SGOV opened at $100.44 on Wednesday. The firm has a 50 day simple moving average of $100.49 and a two-hundred day simple moving average of $100.52. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.04 and a one year high of $100.75.