Atria Wealth Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Atria Wealth Solutions’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Buy	6,325 +430	+7%	+$20.8K	0.01%	1143
2025 Q1	$285K	Buy	5,895 +461	+8%	+$22.1K	﹤0.01%	1496
2024 Q4	$260K	Sell	5,434 -78	-1%	-$3.74K	﹤0.01%	1645
2024 Q3	$268K	Sell	5,512 -250	-4%	-$12K	﹤0.01%	1584
2024 Q2	$273K	Sell	5,762 -78	-1%	-$3.68K	﹤0.01%	1565
2024 Q1	$277K	Sell	5,840 -424	-7%	-$20.1K	﹤0.01%	1606
2023 Q4	$298K	Sell	6,264 -633	-9%	-$29.6K	﹤0.01%	1507
2023 Q3	$320K	Sell	6,897 -362	-5%	-$16.8K	﹤0.01%	1378
2023 Q2	$339K	Sell	7,259 -68,069	-90%	-$3.2M	﹤0.01%	1362
2023 Q1	$3.55M	Sell	75,328 -35,937	-32%	-$1.68M	0.05%	358
2022 Q4	$5.17M	Buy	111,265 +36,237	+48%	+$1.68M	0.08%	249
2022 Q3	$3.46M	Buy	75,028 +8,260	+12%	+$390K	0.06%	317
2022 Q2	$3.16M	Buy	66,768 +14,094	+27%	+$673K	0.06%	330
2022 Q1	$2.55M	Buy	+52,674	New	+$2.6M	0.04%	413

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return