AI
IBCA

Atria Investments’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Atria Investments’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
11,708
-208
-2% -$5.32K ﹤0.01% 1857
2026
Q1 		$306K Sell
11,916
-248
-2% -$6.42K ﹤0.01% 1745
2025
Q4 		$316K Buy
+12,164
New +$317K ﹤0.01% 1717
2025
Q3 		– Sell
-9,384
Closed -$241K – 2175
2025
Q2 		$241K Buy
+9,384
New +$235K ﹤0.01% 1822

Other funds holding IBCA

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atria Investments's IBCA Position: Q2 2026 in Review

Atria Investments reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 1.7% in Q2 2026, selling an estimated $5.32K and leaving 11,708 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Atria Investments first reported a position in IBCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $316K in Q4 2025. 41 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Atria Investments held 11,708 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $300K as of Q2 2026.
  • Atria Investments sold 208 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $5.32K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1857 holding.
  • Atria Investments first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $316K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.