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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlantic Private Wealth's SGOV Position: Q1 2026 in Review

Atlantic Private Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q1 2026, selling an estimated $239K and leaving 5,686 shares worth $572K. The position accounts for 0.37% of the portfolio, ranked #34.

Atlantic Private Wealth first reported a position in SGOV in Q3 2023 and has held it in 6 quarters since. The position peaked at $6.94M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Atlantic Private Wealth held 5,686 shares of iShares 0-3 Month Treasury Bond ETF worth $572K as of Q1 2026.
Atlantic Private Wealth sold 2,374 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $239K.
iShares 0-3 Month Treasury Bond ETF made up 0.37% of Atlantic Private Wealth's portfolio in Q1 2026, its #34 holding.
Atlantic Private Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 6 quarters since.
Atlantic Private Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $6.94M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.