Atria Wealth Solutions’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$984K	Sell	9,315 -660	-7%	-$69.7K	0.02%	638
2025 Q1	$1.05M	Hold	9,975	–	–	0.01%	865
2024 Q4	$1.05M	Buy	9,975 +1,010	+11%	+$107K	0.01%	905
2024 Q3	$947K	Sell	8,965 -3,079	-26%	-$325K	0.01%	935
2024 Q2	$1.27M	Buy	12,044 +2,305	+24%	+$243K	0.01%	794
2024 Q1	$1.03M	Buy	9,739 +375	+4%	+$39.6K	0.01%	896
2023 Q4	$989K	Buy	9,364 +355	+4%	+$37.5K	0.01%	867
2023 Q3	$950K	Sell	9,009 -2,798	-24%	-$295K	0.01%	834
2023 Q2	$1.25M	Buy	11,807 +1,682	+17%	+$177K	0.02%	754
2023 Q1	$1.07M	Buy	10,125 +692	+7%	+$73K	0.02%	771
2022 Q4	$994K	Sell	9,433 -3,595	-28%	-$379K	0.02%	751
2022 Q3	$1.37M	Buy	+13,028	New	+$1.37M	0.02%	609