Atria Wealth Solutions’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,610
| Closed | -$249K | – | 1775 |
|
|
2025
Q1 | $249K | Buy |
9,610
+1,046
| +12% | +$27.2K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $218K | Sell |
8,564
-248
| -3% | -$6.3K | ﹤0.01% | 1747 |
|
|
2024
Q3 | $225K | Buy |
8,812
+143
| +2% | +$3.65K | ﹤0.01% | 1687 |
|
|
2024
Q2 | $217K | Buy |
8,669
+569
| +7% | +$14.2K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $203K | Sell |
8,100
-4,790
| -37% | -$120K | ﹤0.01% | 1814 |
|
|
2023
Q4 | $321K | Hold |
12,890
| – | – | ﹤0.01% | 1437 |
|
|
2023
Q3 | $315K | Buy |
+12,890
| New | +$315K | ﹤0.01% | 1384 |
|