Atria Wealth Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.9M	Buy	258,256 +56,629	+28%	+$1.29M	0.13%	182
2025 Q1	$4.63M	Sell	201,627 -86,094	-30%	-$1.95M	0.06%	358
2024 Q4	$6.61M	Sell	287,721 -34,431	-11%	-$786K	0.07%	282
2024 Q3	$7.55M	Buy	322,152 +8,053	+3%	+$186K	0.08%	257
2024 Q2	$7.09M	Buy	314,099 +128,672	+69%	+$2.89M	0.08%	257
2024 Q1	$4.22M	Buy	185,427 +7,421	+4%	+$169K	0.05%	385
2023 Q4	$4.1M	Sell	178,006 -153,504	-46%	-$3.42M	0.05%	365
2023 Q3	$7.31M	Sell	331,510 -619,144	-65%	-$13.9M	0.1%	206
2023 Q2	$21.8M	Sell	950,654 -16,078	-2%	-$373K	0.3%	72
2023 Q1	$22.6M	Buy	966,732 +232,165	+32%	+$5.36M	0.33%	65
2022 Q4	$16.7M	Sell	734,567 -860,870	-54%	-$19.6M	0.27%	88
2022 Q3	$36.3M	Buy	1,595,437 +394,328	+33%	+$9.34M	0.63%	21
2022 Q2	$28.7M	Sell	1,201,109 -19,681	-2%	-$474K	0.58%	31
2022 Q1	$30.4M	Buy	+1,220,790	New	+$31.3M	0.51%	29