Atria Wealth Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Sell	4,895 -200,549	-98%	-$10.1M	0.01%	1260
2025 Q1	$10.3M	Buy	205,444 +192,656	+1,507%	+$9.63M	0.12%	175
2024 Q4	$636K	Buy	12,788 +78	+0.6%	+$3.89K	0.01%	1139
2024 Q3	$641K	Sell	12,710 -516	-4%	-$25.7K	0.01%	1122
2024 Q2	$651K	Sell	13,226 -88,528	-87%	-$4.34M	0.01%	1099
2024 Q1	$5.01M	Buy	101,754 +4,974	+5%	+$244K	0.06%	339
2023 Q4	$4.76M	Buy	96,780 +1,340	+1%	+$64.8K	0.06%	326
2023 Q3	$4.58M	Buy	95,440 +3,168	+3%	+$152K	0.06%	311
2023 Q2	$4.45M	Buy	92,272 +73,804	+400%	+$3.57M	0.06%	316
2023 Q1	$895K	Sell	18,468 -4,843	-21%	-$233K	0.01%	838
2022 Q4	$1.12M	Sell	23,311 -10,484	-31%	-$499K	0.02%	700
2022 Q3	$1.6M	Buy	33,795 +8,053	+31%	+$390K	0.03%	555
2022 Q2	$1.25M	Buy	25,742 +5,394	+27%	+$263K	0.02%	612
2022 Q1	$1M	Buy	+20,348	New	+$1.02M	0.02%	726