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

Atlas Private Wealth Advisors’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	$14M	Sell	139,178 -57,101	-29%	-$5.74M	3.07%	11
2026 Q1	$19.8M	Buy	196,279 +13,256	+7%	+$1.33M	4.65%	5
2025 Q4	$18.4M	Buy	183,023 +19,888	+12%	+$2M	4.29%	5
2025 Q3	$16.4M	Sell	163,135 -47,603	-23%	-$4.79M	4.02%	5
2025 Q2	$21.2M	Sell	210,738 -276	-0.1%	-$27.7K	2.73%	11
2025 Q1	$21.2M	Buy	+211,014	New	+$21.2M	2.96%	10
2023 Q4	–	Sell	-74,606	Closed	-$7.51M	–	187
2023 Q3	$7.51M	Buy	74,606 +11,072	+17%	+$1.11M	1.42%	14
2023 Q2	$6.39M	Buy	63,534 +40,569	+177%	+$4.07M	1.29%	14
2023 Q1	$2.31M	Buy	+22,965	New	+$2.3M	1.07%	15

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Atlas Private Wealth Advisors's SGOV Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q2 2026, selling an estimated $5.74M and leaving 139,178 shares worth $14M. The position accounts for 3.07% of the portfolio, ranked #11.

Atlas Private Wealth Advisors first reported a position in SGOV in Q1 2023 and has held it in 9 quarters since. The position peaked at $21.2M in Q1 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Atlas Private Wealth Advisors held 139,178 shares of iShares 0-3 Month Treasury Bond ETF worth $14M as of Q2 2026.
Atlas Private Wealth Advisors sold 57,101 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.74M.
iShares 0-3 Month Treasury Bond ETF made up 3.07% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Atlas Private Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Atlas Private Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $21.2M in Q1 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.