Atria Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Atria Investments’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	$9.13M	Buy	90,705 +19,523	+27%	+$1.96M	0.1%	215
2025 Q4	$7.15M	Buy	71,182 +22,653	+47%	+$2.28M	0.08%	270
2025 Q3	$4.89M	Buy	48,529 +2,938	+6%	+$295K	0.06%	398
2025 Q2	$4.59M	Sell	45,591 -24,349	-35%	-$2.45M	0.05%	407
2025 Q1	$7.04M	Sell	69,940 -8,742	-11%	-$879K	0.09%	259
2024 Q4	$7.89M	Sell	78,682 -120,078	-60%	-$12.1M	0.1%	231
2024 Q3	$20M	Buy	198,760 +20,276	+11%	+$2.04M	0.25%	72
2024 Q2	$18M	Sell	178,484 -48,838	-21%	-$4.91M	0.23%	81
2024 Q1	$22.9M	Sell	227,322 -5,784	-2%	-$581K	0.32%	63
2023 Q4	$23.4M	Buy	233,106 +39,691	+21%	+$3.99M	0.36%	54
2023 Q3	$19.5M	Buy	193,415 +79,533	+70%	+$7.99M	0.35%	58
2023 Q2	$11.5M	Sell	113,882 -179,715	-61%	-$18M	0.21%	103
2023 Q1	$29.5M	Buy	+293,597	New	+$29.5M	0.56%	28

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

Atria Investments's SGOV Position: Q1 2026 in Review

Atria Investments increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q1 2026, buying an estimated $1.96M and bringing the position to 90,705 shares worth $9.13M. The position accounts for 0.1% of the portfolio, ranked #215.

Atria Investments first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.5M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Atria Investments held 90,705 shares of iShares 0-3 Month Treasury Bond ETF worth $9.13M as of Q1 2026.
Atria Investments bought 19,523 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.96M.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Atria Investments's portfolio in Q1 2026, its #215 holding.
Atria Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Atria Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $29.5M in Q1 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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