Atria Wealth Solutions’s iShares International Treasury Bond ETF IGOV Stock Holding History

Atria Wealth Solutions’s Portfolio IGOV Stock Details IGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,263	Closed	-$241K	–	1967
2024 Q4	$241K	Sell	6,263 -682	-10%	-$27.2K	﹤0.01%	1692
2024 Q3	$290K	Sell	6,945 -1,189	-15%	-$48.3K	﹤0.01%	1536
2024 Q2	$314K	Sell	8,134 -363	-4%	-$14.1K	﹤0.01%	1476
2024 Q1	$337K	Buy	8,497 +20	+0.2%	+$798	﹤0.01%	1480
2023 Q4	$350K	Sell	8,477 -127	-1%	-$4.89K	﹤0.01%	1393
2023 Q3	$320K	Buy	8,604 +230	+3%	+$8.94K	﹤0.01%	1379
2023 Q2	$332K	Sell	8,374 -257	-3%	-$10.2K	﹤0.01%	1375
2023 Q1	$347K	Sell	8,631 -12	-0.1%	-$478	0.01%	1331
2022 Q4	$338K	Buy	8,643 +66	+0.8%	+$2.53K	0.01%	1291
2022 Q3	$314K	Buy	8,577 +1,109	+15%	+$44.1K	0.01%	1271
2022 Q2	$305K	Sell	7,468 -12	-0.2%	-$513	0.01%	1206
2022 Q1	$347K	Buy	+7,480	New	+$361K	0.01%	1250

Other funds holding IGOV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NRWA

North Ridge Wealth Advisors Beaverton, Oregon $178M AUM 12.81% 1-Year Est. Return

Atria Wealth Solutions's IGOV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares International Treasury Bond ETF (IGOV) in Q1 2025, closing a stake of 6,263 shares — an estimated $241K sold.

Atria Wealth Solutions first reported a position in IGOV in Q1 2022 and held it in 12 quarters. The position peaked at $350K in Q4 2023. 96 funds tracked by Wall St. Rank hold IGOV as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,263 iShares International Treasury Bond ETF shares in Q1 2025, an estimated $241K.
Atria Wealth Solutions first reported a position in iShares International Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's iShares International Treasury Bond ETF position peaked at $350K in Q4 2023.
96 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.