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

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

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	0.12%	178
2022 Q1	$7.88M	Buy	+94,473	New	+$7.98M	0.13%	166

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's SHY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 69% in Q2 2025, selling an estimated $8.53M and leaving 46,476 shares worth $3.85M. The position accounts for 0.09% of the portfolio, ranked #259.

Atria Wealth Solutions first reported a position in SHY in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.1M in Q3 2022. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Atria Wealth Solutions held 46,476 shares of iShares 1-3 Year Treasury Bond ETF worth $3.85M as of Q2 2025.
Atria Wealth Solutions sold 103,270 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $8.53M.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #259 holding.
Atria Wealth Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $16.1M in Q3 2022.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.