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Atria Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

Atria Investments’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.3M Buy
1,062,852
+623,262
+142% +$14.4M 0.27% 60
2025
Q4 		$10.1M Buy
439,590
+28,069
+7% +$650K 0.12% 189
2025
Q3 		$9.51M Buy
411,521
+138,514
+51% +$3.18M 0.11% 203
2025
Q2 		$6.27M Sell
273,007
-205,728
-43% -$4.69M 0.07% 308
2025
Q1 		$11M Buy
478,735
+21,288
+5% +$483K 0.14% 168
2024
Q4 		$10.5M Sell
457,447
-15,765
-3% -$360K 0.13% 177
2024
Q3 		$11.1M Buy
473,212
+140,821
+42% +$3.26M 0.14% 164
2024
Q2 		$7.5M Sell
332,391
-17,106
-5% -$384K 0.1% 235
2024
Q1 		$7.96M Buy
349,497
+208,790
+148% +$4.75M 0.11% 215
2023
Q4 		$3.24M Sell
140,707
-75,859
-35% -$1.69M 0.05% 419
2023
Q3 		$4.77M Sell
216,566
-460,725
-68% -$10.4M 0.09% 291
2023
Q2 		$15.5M Sell
677,291
-3,395
-0.5% -$78.7K 0.28% 71
2023
Q1 		$15.9M Buy
680,686
+75,257
+12% +$1.74M 0.3% 72
2022
Q4 		$13.8M Sell
605,429
-558,950
-48% -$12.7M 0.28% 79
2022
Q3 		$26.5M Buy
1,164,379
+140,517
+14% +$3.33M 0.59% 28
2022
Q2 		$24.5M Buy
1,023,862
+36,865
+4% +$887K 0.51% 28
2022
Q1 		$24.6M Buy
986,997
+72,842
+8% +$1.87M 0.43% 41
2021
Q4 		$24.4M Sell
914,155
-67,172
-7% -$1.78M 0.43% 46
2021
Q3 		$26M Sell
981,327
-166,005
-14% -$4.45M 0.47% 36
2021
Q2 		$30.5M Buy
1,147,332
+162,456
+16% +$4.29M 0.59% 24
2021
Q1 		$25.8M Buy
984,876
+201,958
+26% +$5.4M 0.57% 29
2020
Q4 		$21.3M Sell
782,918
-51,896
-6% -$1.43M 0.51% 31
2020
Q3 		$23.3M Buy
834,814
+290,686
+53% +$8.15M 0.71% 23
2020
Q2 		$15.2M Sell
544,128
-53,629
-9% -$1.5M 0.52% 34
2020
Q1 		$16.7M Sell
597,757
-113,679
-16% -$3.05M 1.29% 12
2019
Q4 		$18.5M Buy
711,436
+257,298
+57% +$6.72M 0.5% 31
2019
Q3 		$12M Sell
454,138
-198,229
-30% -$5.18M 0.43% 43
2019
Q2 		$17.2M Buy
652,367
+314,142
+93% +$7.95M 0.64% 24
2019
Q1 		$8.54M Buy
338,225
+199,828
+144% +$4.97M 0.36% 56
2018
Q4 		$3.41M Buy
138,397
+44,746
+48% +$1.09M 0.15% 104
2018
Q3 		$2.28M Buy
93,651
+29,422
+46% +$721K 0.09% 200
2018
Q2 		$1.58M Buy
64,229
+32,798
+104% +$803K 0.07% 274
2018
Q1 		$776K Buy
31,431
+15,815
+101% +$390K 0.04% 397
2017
Q4 		$392K Buy
15,616
+3,049
+24% +$76.7K 0.02% 559
2017
Q3 		$317K Buy
12,567
+3,647
+41% +$92.4K 0.02% 592
2017
Q2 		$225K Buy
+8,920
New +$225K 0.01% 663

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Atria Investments's GOVT Position: Q1 2026 in Review

Atria Investments increased its iShares US Treasury Bond ETF (GOVT) stake by 142% in Q1 2026, buying an estimated $14.4M and bringing the position to 1,062,852 shares worth $24.3M. The position accounts for 0.27% of the portfolio, ranked #60.

Atria Investments first reported a position in GOVT in Q2 2017 and has held it in 36 quarters since. The position peaked at $30.5M in Q2 2021. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Atria Investments held 1,062,852 shares of iShares US Treasury Bond ETF worth $24.3M as of Q1 2026.
  • Atria Investments bought 623,262 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $14.4M.
  • iShares US Treasury Bond ETF made up 0.27% of Atria Investments's portfolio in Q1 2026, its #60 holding.
  • Atria Investments first reported a position in iShares US Treasury Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • Atria Investments's iShares US Treasury Bond ETF position peaked at $30.5M in Q2 2021.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.