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 Q2	$9.65M	Buy	95,900 +32,298	+51%	+$3.25M	0.25%	81
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 $1.55T 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

Atomi Financial Group's SGOV Position: Q2 2026 in Review

Atomi Financial Group increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 51% in Q2 2026, buying an estimated $3.25M and bringing the position to 95,900 shares worth $9.65M. The position accounts for 0.25% of the portfolio, ranked #81.

Atomi Financial Group first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Atomi Financial Group held 95,900 shares of iShares 0-3 Month Treasury Bond ETF worth $9.65M as of Q2 2026.
Atomi Financial Group bought 32,298 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.25M.
iShares 0-3 Month Treasury Bond ETF made up 0.25% of Atomi Financial Group's portfolio in Q2 2026, its #81 holding.
Atomi Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.