AWS
Atria Wealth Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
58,584
-51,786
| -47% | -$5.21M | 0.13% | 184 |
|
|
2025
Q1 | $11.1M | Sell |
110,370
-45,646
| -29% | -$4.6M | 0.13% | 165 |
|
|
2024
Q4 | $15.7M | Buy |
156,016
+2,687
| +2% | +$270K | 0.17% | 121 |
|
|
2024
Q3 | $15.4M | Sell |
153,329
-61,052
| -28% | -$6.15M | 0.17% | 128 |
|
|
2024
Q2 | $21.6M | Sell |
214,381
-5,544
| -3% | -$558K | 0.24% | 85 |
|
|
2024
Q1 | $22.1M | Buy |
219,925
+30,802
| +16% | +$3.1M | 0.25% | 84 |
|
|
2023
Q4 | $19M | Sell |
189,123
-34,751
| -16% | -$3.48M | 0.24% | 94 |
|
|
2023
Q3 | $22.5M | Sell |
223,874
-195,322
| -47% | -$19.7M | 0.32% | 65 |
|
|
2023
Q2 | $42.2M | Sell |
419,196
-19,296
| -4% | -$1.94M | 0.58% | 21 |
|
|
2023
Q1 | $44.1M | Buy |
438,492
+88,637
| +25% | +$8.92M | 0.65% | 18 |
|
|
2022
Q4 | $35M | Buy |
349,855
+72,583
| +26% | +$7.27M | 0.56% | 24 |
|
|
2022
Q3 | $27.8M | Buy |
277,272
+21,866
| +9% | +$2.19M | 0.48% | 35 |
|
|
2022
Q2 | $25.6M | Buy |
255,406
+19,587
| +8% | +$1.96M | 0.48% | 36 |
|
|
2022
Q1 | $23.6M | Buy |
+235,819
| New | +$23.6M | 0.39% | 45 |
|