Atria Wealth Solutions’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Sell	39,093 -10,655	-21%	-$538K	0.05%	419
2025 Q1	$2.54M	Sell	49,748 -23,300	-32%	-$1.18M	0.03%	550
2024 Q4	$3.67M	Buy	73,048 +9,609	+15%	+$492K	0.04%	439
2024 Q3	$3.34M	Buy	63,439 +8,480	+15%	+$438K	0.04%	461
2024 Q2	$2.76M	Sell	54,959 -6,360	-10%	-$318K	0.03%	523
2024 Q1	$3.11M	Buy	61,319 +6,041	+11%	+$306K	0.04%	480
2023 Q4	$2.83M	Sell	55,278 -2,688	-5%	-$131K	0.04%	488
2023 Q3	$2.79M	Buy	57,966 +2,392	+4%	+$118K	0.04%	460
2023 Q2	$2.78M	Buy	55,574 +7,926	+17%	+$398K	0.04%	464
2023 Q1	$2.41M	Buy	47,648 +12,572	+36%	+$632K	0.04%	482
2022 Q4	$1.72M	Buy	35,076 +3,918	+13%	+$191K	0.03%	568
2022 Q3	$1.5M	Sell	31,158 -7,420	-19%	-$378K	0.03%	581
2022 Q2	$1.97M	Buy	38,578 +1,936	+5%	+$101K	0.04%	452
2022 Q1	$2.02M	Buy	+36,642	New	+$2.08M	0.03%	481