Atria Wealth Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.41M	Sell	30,886 -55,082	-64%	-$6.07M	0.08%	286
2025 Q1	$9.5M	Buy	85,968 +1,141	+1%	+$126K	0.11%	192
2024 Q4	$9.34M	Buy	84,827 +17,093	+25%	+$1.88M	0.1%	203
2024 Q3	$7.49M	Buy	67,734 +1,590	+2%	+$175K	0.08%	259
2024 Q2	$7.31M	Sell	66,144 -14,863	-18%	-$1.64M	0.08%	252
2024 Q1	$8.95M	Buy	81,007 +23,516	+41%	+$2.59M	0.1%	210
2023 Q4	$6.33M	Buy	57,491 +3,018	+6%	+$333K	0.08%	250
2023 Q3	$6.02M	Buy	54,473 +28,649	+111%	+$3.16M	0.08%	243
2023 Q2	$2.85M	Sell	25,824 -5,570	-18%	-$614K	0.04%	454
2023 Q1	$3.47M	Sell	31,394 -5,065	-14%	-$558K	0.05%	365
2022 Q4	$4.01M	Sell	36,459 -46,002	-56%	-$5.06M	0.06%	300
2022 Q3	$9.07M	Buy	82,461 +20,038	+32%	+$2.2M	0.16%	141
2022 Q2	$6.87M	Buy	62,423 +13,965	+29%	+$1.54M	0.13%	172
2022 Q1	$5.34M	Buy	+48,458	New	+$5.35M	0.09%	236

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 64% in Q2 2025, selling an estimated $6.07M and leaving 30,886 shares worth $3.41M. The position accounts for 0.08% of the portfolio, ranked #286.

Atria Wealth Solutions first reported a position in SHV in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.5M in Q1 2025. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Atria Wealth Solutions held 30,886 shares of iShares 0-1 Year Treasury Bond ETF worth $3.41M as of Q2 2025.
Atria Wealth Solutions sold 55,082 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $6.07M.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #286 holding.
Atria Wealth Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $9.5M in Q1 2025.
714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

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