Atria Wealth Solutions’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Sell	94,951 -43,139	-31%	-$5.09M	0.26%	87
2025 Q1	$16.3M	Sell	138,090 -644	-0.5%	-$75K	0.2%	111
2024 Q4	$16M	Buy	138,734 +1,692	+1%	+$197K	0.18%	118
2024 Q3	$16.4M	Buy	137,042 +2,777	+2%	+$328K	0.18%	121
2024 Q2	$15.5M	Buy	134,265 +6,390	+5%	+$732K	0.17%	124
2024 Q1	$14.8M	Sell	127,875 -2,110	-2%	-$245K	0.17%	133
2023 Q4	$15.2M	Sell	129,985 -5,766	-4%	-$658K	0.19%	112
2023 Q3	$15.4M	Sell	135,751 -3,120	-2%	-$357K	0.22%	102
2023 Q2	$16M	Buy	138,871 +14,773	+12%	+$1.73M	0.22%	102
2023 Q1	$14.6M	Sell	124,098 -39,712	-24%	-$4.62M	0.22%	100
2022 Q4	$18.8M	Buy	163,810 +13,362	+9%	+$1.53M	0.3%	79
2022 Q3	$17.2M	Buy	150,448 +57,010	+61%	+$6.75M	0.3%	75
2022 Q2	$11.2M	Sell	93,438 -10,502	-10%	-$1.26M	0.22%	108
2022 Q1	$12.7M	Buy	+103,940	New	+$13M	0.21%	101