Atria Wealth Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.43M	Sell	88,026 -29,052	-25%	-$2.75M	0.19%	122
2025 Q1	$11.2M	Sell	117,078 -222,597	-66%	-$20.8M	0.13%	164
2024 Q4	$31.4M	Sell	339,675 -306,689	-47%	-$29M	0.34%	55
2024 Q3	$63.4M	Buy	646,364 +88,783	+16%	+$8.58M	0.69%	19
2024 Q2	$52.2M	Buy	557,581 +13,457	+2%	+$1.25M	0.58%	25
2024 Q1	$51.5M	Buy	544,124 +177,194	+48%	+$16.8M	0.58%	23
2023 Q4	$35.4M	Buy	366,930 +35,957	+11%	+$3.33M	0.44%	35
2023 Q3	$30.3M	Buy	330,973 +258,810	+359%	+$24.4M	0.43%	41
2023 Q2	$6.97M	Sell	72,163 -63,665	-47%	-$6.26M	0.1%	211
2023 Q1	$13.5M	Buy	135,828 +95,695	+238%	+$9.35M	0.2%	113
2022 Q4	$3.84M	Sell	40,133 -2,524	-6%	-$242K	0.06%	312
2022 Q3	$4.09M	Buy	42,657 +17,949	+73%	+$1.82M	0.07%	269
2022 Q2	$2.53M	Sell	24,708 -10,472	-30%	-$1.07M	0.05%	376
2022 Q1	$3.78M	Buy	+35,180	New	+$3.9M	0.06%	310