Meridian Wealth Management LLC Has $1.66 Million Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by Teresa Graham on Mar 4th, 2025

Meridian Wealth Management LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 36.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,548 shares of the company’s stock after buying an additional 4,417 shares during the quarter. Meridian Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $1,660,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of SGOV. Ulland Investment Advisors LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 152.0% during the 4th quarter. Ulland Investment Advisors LLC now owns 252 shares of the company’s stock worth $25,000 after buying an additional 152 shares during the period. Godsey & Gibb Inc. acquired a new position in iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at approximately $67,000. Clarity Asset Management Inc. acquired a new position in iShares 0-3 Month Treasury Bond ETF during the third quarter valued at approximately $70,000. Bank of Jackson Hole Trust acquired a new position in iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at approximately $70,000. Finally, Kozak & Associates Inc. acquired a new position in iShares 0-3 Month Treasury Bond ETF during the fourth quarter valued at approximately $79,000.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSEARCA SGOV opened at $100.36 on Tuesday. The firm has a 50 day moving average price of $100.47 and a 200 day moving average price of $100.49. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.15 and a 52-week high of $100.75.