Atria Wealth Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.41M	Sell	30,886 -55,082	-64%	-$6.07M	0.08%	286
2025 Q1	$9.5M	Buy	85,968 +1,141	+1%	+$126K	0.11%	192
2024 Q4	$9.34M	Buy	84,827 +17,093	+25%	+$1.88M	0.1%	203
2024 Q3	$7.49M	Buy	67,734 +1,590	+2%	+$175K	0.08%	259
2024 Q2	$7.31M	Sell	66,144 -14,863	-18%	-$1.64M	0.08%	252
2024 Q1	$8.95M	Buy	81,007 +23,516	+41%	+$2.59M	0.1%	210
2023 Q4	$6.33M	Buy	57,491 +3,018	+6%	+$333K	0.08%	250
2023 Q3	$6.02M	Buy	54,473 +28,649	+111%	+$3.16M	0.08%	243
2023 Q2	$2.85M	Sell	25,824 -5,570	-18%	-$614K	0.04%	454
2023 Q1	$3.47M	Sell	31,394 -5,065	-14%	-$558K	0.05%	365
2022 Q4	$4.01M	Sell	36,459 -46,002	-56%	-$5.06M	0.06%	300
2022 Q3	$9.07M	Buy	82,461 +20,038	+32%	+$2.2M	0.16%	141
2022 Q2	$6.87M	Buy	62,423 +13,965	+29%	+$1.54M	0.14%	172
2022 Q1	$5.34M	Buy	+48,458	New	+$5.35M	0.09%	236