Atria Wealth Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.23M	Sell	93,588 -628,622	-87%	-$54.8M	0.19%	125
2025 Q1	$65.7M	Buy	722,210 +63,237	+10%	+$5.63M	0.79%	18
2024 Q4	$57.5M	Buy	658,973 +84,192	+15%	+$7.75M	0.63%	22
2024 Q3	$56.4M	Buy	574,781 +23,109	+4%	+$2.23M	0.61%	23
2024 Q2	$50.6M	Buy	551,672 +41,848	+8%	+$3.81M	0.56%	26
2024 Q1	$48.2M	Buy	509,824 +78,766	+18%	+$7.45M	0.55%	26
2023 Q4	$42.6M	Buy	431,058 +98,284	+30%	+$8.88M	0.54%	27
2023 Q3	$29.5M	Buy	332,774 +172,539	+108%	+$16.6M	0.41%	43
2023 Q2	$16.5M	Buy	160,235 +18,215	+13%	+$1.89M	0.23%	97
2023 Q1	$15.1M	Sell	142,020 -24,469	-15%	-$2.56M	0.22%	97
2022 Q4	$16.6M	Buy	166,489 +74,363	+81%	+$7.49M	0.27%	89
2022 Q3	$9.44M	Buy	92,126 +10,965	+14%	+$1.23M	0.16%	136
2022 Q2	$9.32M	Buy	81,161 +13,279	+20%	+$1.56M	0.19%	130
2022 Q1	$8.96M	Buy	+67,882	New	+$9.36M	0.15%	145