Atlantic Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Atlantic Private Wealth’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Sell	2,700 -2,986	-53%	-$300K	0.17%	53
2026 Q1	$572K	Sell	5,686 -2,374	-29%	-$239K	0.37%	34
2025 Q4	$809K	Sell	8,060 -60,831	-88%	-$6.11M	0.52%	24
2025 Q3	$6.94M	Buy	68,891 +5,451	+9%	+$548K	4.48%	4
2025 Q2	$6.39M	Buy	+63,440	New	+$6.38M	4.28%	4
2024 Q1	–	Sell	-15,892	Closed	-$1.59M	–	119
2023 Q4	$1.59M	Sell	15,892 -17,097	-52%	-$1.72M	1.42%	12
2023 Q3	$3.32M	Buy	+32,989	New	+$3.31M	3.35%	9

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atlantic Private Wealth's SGOV Position: Q2 2026 in Review

Atlantic Private Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 53% in Q2 2026, selling an estimated $300K and leaving 2,700 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #53.

Atlantic Private Wealth first reported a position in SGOV in Q3 2023 and has held it in 7 quarters since. The position peaked at $6.94M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Atlantic Private Wealth held 2,700 shares of iShares 0-3 Month Treasury Bond ETF worth $272K as of Q2 2026.
Atlantic Private Wealth sold 2,986 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $300K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Atlantic Private Wealth's portfolio in Q2 2026, its #53 holding.
Atlantic Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
Atlantic Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $6.94M in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.