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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$4.59M	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%	-$6.14M	0.17%	128
2024 Q2	$21.6M	Sell	214,381 -5,544	-3%	-$557K	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%	-$3.49M	0.24%	95
2023 Q3	$22.5M	Sell	223,874 -195,322	-47%	-$19.6M	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%	+$8.89M	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	0.51%	41
2022 Q1	$23.6M	Buy	+235,819	New	+$23.6M	0.39%	45