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

Atria Wealth Solutions’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
2025
Q2 		$5.9M Buy
258,256
+56,629
+28% +$1.29M 0.13% 182
2025
Q1 		$4.63M Sell
201,627
-86,094
-30% -$1.95M 0.06% 358
2024
Q4 		$6.61M Sell
287,721
-34,431
-11% -$786K 0.07% 282
2024
Q3 		$7.55M Buy
322,152
+8,053
+3% +$186K 0.08% 257
2024
Q2 		$7.09M Buy
314,099
+128,672
+69% +$2.89M 0.08% 257
2024
Q1 		$4.22M Buy
185,427
+7,421
+4% +$169K 0.05% 385
2023
Q4 		$4.1M Sell
178,006
-153,504
-46% -$3.42M 0.05% 365
2023
Q3 		$7.31M Sell
331,510
-619,144
-65% -$13.9M 0.1% 206
2023
Q2 		$21.8M Sell
950,654
-16,078
-2% -$373K 0.3% 72
2023
Q1 		$22.6M Buy
966,732
+232,165
+32% +$5.36M 0.33% 65
2022
Q4 		$16.7M Sell
734,567
-860,870
-54% -$19.6M 0.27% 88
2022
Q3 		$36.3M Buy
1,595,437
+394,328
+33% +$9.34M 0.63% 21
2022
Q2 		$28.7M Sell
1,201,109
-19,681
-2% -$474K 0.54% 31
2022
Q1 		$30.4M Buy
+1,220,790
New +$31.3M 0.51% 29

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Wealth Solutions's GOVT Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares US Treasury Bond ETF (GOVT) stake by 28% in Q2 2025, buying an estimated $1.29M and bringing the position to 258,256 shares worth $5.9M. The position accounts for 0.13% of the portfolio, ranked #182.

Atria Wealth Solutions first reported a position in GOVT in Q1 2022 and has held it in 14 quarters since. The position peaked at $36.3M in Q3 2022. 772 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Atria Wealth Solutions held 258,256 shares of iShares US Treasury Bond ETF worth $5.9M as of Q2 2025.
  • Atria Wealth Solutions bought 56,629 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $1.29M.
  • iShares US Treasury Bond ETF made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #182 holding.
  • Atria Wealth Solutions first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares US Treasury Bond ETF position peaked at $36.3M in Q3 2022.
  • 772 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.