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

Atria Wealth Solutions’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
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	0.48%	41
2022 Q1	$23.6M	Buy	+235,819	New	+$23.6M	0.39%	45

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 47% in Q2 2025, selling an estimated $5.21M and leaving 58,584 shares worth $5.89M. The position accounts for 0.13% of the portfolio, ranked #184.

Atria Wealth Solutions first reported a position in SGOV in Q1 2022 and has held it in 14 quarters since. The position peaked at $44.1M in Q1 2023. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Atria Wealth Solutions held 58,584 shares of iShares 0-3 Month Treasury Bond ETF worth $5.89M as of Q2 2025.
Atria Wealth Solutions sold 51,786 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $5.21M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #184 holding.
Atria Wealth Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $44.1M in Q1 2023.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

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