Atomi Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Atomi Financial Group’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	$6.4M	Buy	63,602 +7,564	+13%	+$760K	0.2%	96
2025 Q4	$5.63M	Buy	56,038 +48,503	+644%	+$4.87M	0.17%	105
2025 Q3	$759K	Sell	7,535 -559	-7%	-$56.2K	0.02%	484
2025 Q2	$815K	Sell	8,094 -71	-0.9%	-$7.14K	0.03%	406
2025 Q1	$822K	Buy	8,165 +1,738	+27%	+$175K	0.04%	365
2024 Q4	$645K	Buy	6,427 +1,797	+39%	+$181K	0.03%	383
2024 Q3	$466K	Sell	4,630 -18,292	-80%	-$1.84M	0.03%	477
2024 Q2	$2.31M	Buy	+22,922	New	+$2.3M	0.17%	107

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

Atomi Financial Group's SGOV Position: Q1 2026 in Review

Atomi Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q1 2026, buying an estimated $760K and bringing the position to 63,602 shares worth $6.4M. The position accounts for 0.2% of the portfolio, ranked #96.

Atomi Financial Group first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Atomi Financial Group held 63,602 shares of iShares 0-3 Month Treasury Bond ETF worth $6.4M as of Q1 2026.
Atomi Financial Group bought 7,564 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $760K.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of Atomi Financial Group's portfolio in Q1 2026, its #96 holding.
Atomi Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.