Atria Wealth Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.81M	Sell	90,461 -23,931	-21%	-$1.25M	0.11%	216
2025 Q1	$6.01M	Sell	114,392 -26,791	-19%	-$1.39M	0.07%	287
2024 Q4	$7.27M	Buy	141,183 +11,243	+9%	+$589K	0.08%	256
2024 Q3	$6.98M	Buy	129,940 +7,881	+6%	+$416K	0.08%	273
2024 Q2	$6.26M	Buy	122,059 +9,629	+9%	+$490K	0.07%	291
2024 Q1	$5.8M	Sell	112,430 -12,555	-10%	-$645K	0.07%	299
2023 Q4	$6.5M	Buy	124,985 +22,494	+22%	+$1.11M	0.08%	246
2023 Q3	$4.99M	Buy	102,491 +30,983	+43%	+$1.54M	0.07%	293
2023 Q2	$3.62M	Sell	71,508 -5,389	-7%	-$274K	0.05%	376
2023 Q1	$3.94M	Buy	76,897 +22,149	+40%	+$1.12M	0.06%	323
2022 Q4	$2.71M	Buy	54,748 +9,446	+21%	+$463K	0.04%	414
2022 Q3	$2.19M	Sell	45,302 -14,535	-24%	-$743K	0.04%	452
2022 Q2	$3.06M	Sell	59,837 -4,768	-7%	-$249K	0.06%	335
2022 Q1	$3.55M	Buy	+64,605	New	+$3.66M	0.06%	321