Atomic Invest LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Atomic Invest LLC’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 Q4	$418K	Buy	+4,165	New	+$419K	0.24%	35

Other funds holding SGOV

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

Atomic Invest LLC's SGOV Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025: 4,165 shares worth $418K. The stake represents 0.24% of the portfolio and ranks #35 among its holdings.

1,109 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Atomic Invest LLC held 4,165 shares of iShares 0-3 Month Treasury Bond ETF worth $418K as of Q4 2025.
iShares 0-3 Month Treasury Bond ETF was a new Atomic Invest LLC position in Q4 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.24% of Atomic Invest LLC's portfolio in Q4 2025, its #35 holding.
1,109 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.