AI
IBDK

Atria Investments’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Atria Investments’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-252,348
Closed -$6.27M – 1123
2019
Q1 		$6.27M Buy
+252,348
New +$6.27M 0.27% 81

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Atria Investments's IBDK Position: Q2 2019 in Review

Atria Investments sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q2 2019, closing a stake of 252,348 shares — an estimated $6.27M sold.

Atria Investments first reported a position in IBDK in Q1 2019 and held it in 1 quarter. The position peaked at $6.27M in Q1 2019. 128 funds tracked by Wall St. Rank hold IBDK as of Q2 2019.

  • Atria Investments reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Atria Investments sold 252,348 iShares iBonds Dec 2019 Term Corporate ETF shares in Q2 2019, an estimated $6.27M.
  • Atria Investments first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 1 quarter.
  • Atria Investments's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $6.27M in Q1 2019.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.