Peak Retirement Planning Inc. Acquires New Position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Posted by James Quigley on May 24th, 2025

Peak Retirement Planning Inc. acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 166,972 shares of the company’s stock, valued at approximately $16,771,000. iShares 0-3 Month Treasury Bond ETF accounts for about 11.2% of Peak Retirement Planning Inc.’s holdings, making the stock its largest holding. Peak Retirement Planning Inc. owned 0.08% of iShares 0-3 Month Treasury Bond ETF as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Strategic Financial Concepts LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 9,893.6% during the fourth quarter. Strategic Financial Concepts LLC now owns 3,047,636 shares of the company’s stock worth $305,739,000 after purchasing an additional 3,017,140 shares during the last quarter. Raymond James Financial Inc. acquired a new position in iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth approximately $214,542,000. LPL Financial LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 40.0% during the fourth quarter. LPL Financial LLC now owns 4,236,194 shares of the company’s stock worth $424,975,000 after purchasing an additional 1,210,719 shares during the last quarter. Geneos Wealth Management Inc. increased its position in iShares 0-3 Month Treasury Bond ETF by 1,715.0% during the fourth quarter. Geneos Wealth Management Inc. now owns 1,206,424 shares of the company’s stock worth $121,028,000 after purchasing an additional 1,139,955 shares during the last quarter. Finally, NorthRock Partners LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 146.8% during the fourth quarter. NorthRock Partners LLC now owns 1,696,203 shares of the company’s stock worth $170,163,000 after purchasing an additional 1,008,975 shares during the last quarter.

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

Shares of SGOV stock opened at $100.64 on Friday. iShares 0-3 Month Treasury Bond ETF has a one year low of $100.15 and a one year high of $100.75. The company has a 50 day moving average price of $100.52 and a 200 day moving average price of $100.48.