Atria Investments’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Atria Investments’s Portfolio IBDC Stock Details IBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,498	Closed	-$325K	–	819
2020 Q1	$325K	Sell	12,498 -45	-0.4%	-$1.17K	0.03%	428
2019 Q4	$327K	Buy	12,543 +1,449	+13%	+$37.8K	0.01%	945
2019 Q3	$290K	Buy	+11,094	New	+$289K	0.01%	729

Atria Investments's IBDC Position: Q2 2020 in Review

Atria Investments sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q2 2020, closing a stake of 12,498 shares — an estimated $325K sold.

Atria Investments first reported a position in IBDC in Q3 2019 and held it in 3 quarters. The position peaked at $327K in Q4 2019. 0 funds tracked by Wall St. Rank hold IBDC as of Q2 2020.

Atria Investments reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Atria Investments sold 12,498 iShares iBonds Mar 2020 Term Corporate ETF shares in Q2 2020, an estimated $325K.
Atria Investments first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q3 2019 and held it in 3 quarters.
Atria Investments's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $327K in Q4 2019.
0 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.