Atria Wealth Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.01M	Sell	54,882 -73,930	-57%	-$7.93M	0.14%	177
2025 Q1	$14M	Sell	128,812 -58,779	-31%	-$6.33M	0.17%	132
2024 Q4	$20M	Sell	187,591 -64,742	-26%	-$7.08M	0.22%	94
2024 Q3	$28.5M	Sell	252,333 -14,665	-5%	-$1.62M	0.31%	59
2024 Q2	$28.6M	Sell	266,998 -15,526	-5%	-$1.66M	0.32%	53
2024 Q1	$30.8M	Sell	282,524 -40,346	-12%	-$4.38M	0.35%	46
2023 Q4	$35.7M	Buy	322,870 +57,272	+22%	+$5.96M	0.45%	33
2023 Q3	$27.1M	Buy	265,598 +52,496	+25%	+$5.54M	0.38%	49
2023 Q2	$23M	Buy	213,102 +3,521	+2%	+$381K	0.31%	68
2023 Q1	$23M	Sell	209,581 -5,081	-2%	-$550K	0.34%	63
2022 Q4	$22.6M	Buy	214,662 +20,220	+10%	+$2.12M	0.36%	59
2022 Q3	$19.9M	Buy	194,442 +65,284	+51%	+$7.2M	0.35%	57
2022 Q2	$14.2M	Sell	129,158 -9,735	-7%	-$1.1M	0.29%	84
2022 Q1	$16.8M	Buy	+138,893	New	+$17.3M	0.28%	77