Atria Wealth Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.85M	Sell	46,476 -103,270	-69%	-$8.53M	0.09%	259
2025 Q1	$12.4M	Sell	149,746 -10,497	-7%	-$863K	0.15%	146
2024 Q4	$13.1M	Buy	160,243 +26,079	+19%	+$2.14M	0.14%	151
2024 Q3	$11.2M	Sell	134,164 -6,423	-5%	-$530K	0.12%	177
2024 Q2	$11.5M	Sell	140,587 -9,077	-6%	-$739K	0.13%	169
2024 Q1	$12.2M	Sell	149,664 -4,600	-3%	-$376K	0.14%	161
2023 Q4	$12.7M	Buy	154,264 +43,808	+40%	+$3.56M	0.16%	139
2023 Q3	$8.94M	Sell	110,456 -60,398	-35%	-$4.89M	0.13%	174
2023 Q2	$13.9M	Buy	170,854 +3,463	+2%	+$283K	0.19%	115
2023 Q1	$13.8M	Buy	167,391 +56,147	+50%	+$4.58M	0.2%	107
2022 Q4	$9.03M	Sell	111,244 -87,381	-44%	-$7.09M	0.14%	153
2022 Q3	$16.1M	Buy	198,625 +118,681	+148%	+$9.77M	0.28%	84
2022 Q2	$6.62M	Sell	79,944 -14,529	-15%	-$1.21M	0.13%	178
2022 Q1	$7.88M	Buy	+94,473	New	+$7.98M	0.13%	166