iShares 0-3 Month Treasury Bond ETFSGOV
SGOV
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
104% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 50
18% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 239
7% more funds holding
Funds holding: 635 [Q2] → 677 (+42) [Q3]
1% more capital invested
Capital invested by funds: $8.83B [Q2] → $8.89B (+$54.1M) [Q3]
1% less funds holding in top 10
Funds holding in top 10: 93 [Q2] → 92 (-1) [Q3]
5.52% less ownership
Funds ownership: 40.48% [Q2] → 34.96% (-5.52%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SGOV.
Financial journalist opinion
Based on 4 articles about SGOV published over the past 30 days
Positive
Seeking Alpha
1 week ago
Why I Exited SGOV And Considering TLT As An Alternative To Some Of My Cash
I am downgrading SGOV from bullish to neutral due to anticipated declining yields as the Fed continues to cut rates. SGOV has been a strong cash proxy, but its yield is expected to fall below 4% by year-end, making it less attractive. I am shifting my focus to TLT, which I believe will outperform SGOV as long-term bond yields increase and the Fed lowers rates.
Positive
ETF Trends
2 weeks ago
Top ETFs in Every Asset Class by 2024 Flows
ETFs had a standout year in 2024, seeing over $1 trillion in flows for the first year in history. Total ETF assets under management grew to an impressive $10.4 trillion by year end thanks to strong flows and price appreciation.
Positive
Seeking Alpha
2 weeks ago
The Argument For SGOV Over CDs (Rating Upgrade)
I am upgrading SGOV to a "strong buy" due to its better trade-offs for cash compared to CDs, given the current rate environment. SGOV offers stability and liquidity, with a FWD yield of 5.10%, making it a preferable option over CDs amid fluctuating rates. CDs present reinvestment risks, especially if rates drop significantly; SGOV mitigates this risk with its flexibility and liquidity.
Neutral
ETF Trends
3 weeks ago
The ETF Flowdown: Wrapping Up 2024
Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was also marked by a much-debated pivot from the Federal Reserve, a dramatic Republican sweep in Washington, and plenty of geopolitical turmoil.
Neutral
Seeking Alpha
1 month ago
SGOV: Especially Useful For Uncertain Times
The economic and rate outlook is getting increasingly more uncertain, and short-term bonds look like a solid option in such an environment. iShares 0-3 Month Treasury Bond ETF is one of the best options among short-term treasury ETFs. I give SGOV a "Buy" rating.
Positive
Seeking Alpha
1 month ago
SGOV: Rate Cuts, Short Maturity Treasuries, And A Normalizing Yield Curve
SGOV's appeal has diminished due to anticipated Federal Reserve rate cuts, which will likely reduce the fund's distribution. SGOV's stability and low volatility make it a safe cash equivalent, but its future returns are limited by declining interest rates. Broader bond funds like PIMCO's BOND offer better return potential by capitalizing on declining interest rates and longer-term maturities.
Negative
Seeking Alpha
2 months ago
SGOV: The Labor Market May Weaken In 2025 While Inflation Rebounds
SGOV is only a good investment if we can safely assume its yield will be above the inflation rate, which has been the case since 2022. The market is bracing for a total 50-75 bps rate cut over the next year, which seems likely given low and falling hiring rates, pointing toward a sustained unemployment increase. Geopolitical risks and potential tariffs could increase inflation, particularly in goods, while service inflation remains elevated due to shortages in skilled jobs.
Positive
ETF Trends
2 months ago
A Record Year for ETF Inflows Imminent
The U.S. ETF industry is about to hit a tremendous milestone. Year to date through November 11, $897 billion has flowed into exchange traded funds, according to FactSet data.
Neutral
Seeking Alpha
2 months ago
My Portfolio's Biggest Winners And Losers From A Republican Sweep
The election's swift resolution led to a sharp market reaction; S&P 500 rose ~4.5%, but REITs were weighed down by rising Treasury rates. Trump's victory is seen as inflationary, benefiting REIT fundamentals by suppressing new construction starts due to higher interest rates. My portfolio saw significant movements post-election, with regional banks and energy stocks gaining, while renewables and healthcare REITs faced short-term declines.
Neutral
ETF Trends
2 months ago
More Money Market Substitutes Taking Shape
Investors have been married to their money market funds for the better part of the last two years. But a recent poll from VettaFi's Q4 Fixed Income Symposium in October showed more market participants may finally be willing to break out of their comfort zones and redeploy those funds into riskier assets.
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