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 |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $15.4M | Sell |
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|
2024
Q2 | $21.6M | Sell |
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|
2024
Q1 | $22.1M | Buy |
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|
2023
Q4 | $19M | Sell |
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|
2023
Q3 | $22.5M | Sell |
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|
2023
Q2 | $42.2M | Sell |
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|
2023
Q1 | $44.1M | Buy |
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|
2022
Q4 | $35M | Buy |
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|
2022
Q3 | $27.8M | Buy |
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|
2022
Q2 | $25.6M | Buy |
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|
2022
Q1 | $23.6M | Buy |
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