Atria Wealth Solutions’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.5M	Sell	237,361 -124,598	-34%	-$6.51M	0.28%	77
2025 Q1	$19M	Buy	361,959 +202,780	+127%	+$10.5M	0.23%	92
2024 Q4	$8.23M	Sell	159,179 -1,864	-1%	-$96.9K	0.09%	225
2024 Q3	$8.48M	Sell	161,043 -981	-0.6%	-$51.1K	0.09%	224
2024 Q2	$8.3M	Buy	162,024 +17,919	+12%	+$914K	0.09%	223
2024 Q1	$7.39M	Buy	144,105 +3,118	+2%	+$160K	0.08%	254
2023 Q4	$7.23M	Buy	140,987 +4,704	+3%	+$236K	0.09%	227
2023 Q3	$6.79M	Buy	136,283 +2,299	+2%	+$115K	0.1%	219
2023 Q2	$6.72M	Buy	133,984 +8,009	+6%	+$403K	0.09%	219
2023 Q1	$6.37M	Sell	125,975 -130,079	-51%	-$6.53M	0.09%	213
2022 Q4	$12.8M	Buy	256,054 +39,757	+18%	+$1.97M	0.2%	110
2022 Q3	$10.7M	Buy	216,297 +16,478	+8%	+$832K	0.18%	117
2022 Q2	$10.1M	Sell	199,819 -10,793	-5%	-$550K	0.2%	119
2022 Q1	$10.9M	Buy	+210,612	New	+$11.1M	0.18%	121