AI
IBDO

Atria Investments’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Atria Investments’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Hold
0
– – – 473
2023
Q2 		– Hold
0
– – – 420
2023
Q1 		– Sell
-108,690
Closed -$2.73M – 416
2022
Q4 		$2.72M Buy
+108,690
New +$2.71M 0.06% 409
2022
Q3 		– Hold
0
– – – 431

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Atria Investments's IBDO Position: Q3 2023 in Review

Atria Investments held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2023 at 0 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #473.

Atria Investments first reported a position in IBDO in Q4 2022 and has held it in 1 quarter since. The position peaked at $2.72M in Q4 2022. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Atria Investments held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $2.62M as of Q3 2023.
  • Atria Investments left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.05% of Atria Investments's portfolio in Q3 2023, its #473 holding.
  • Atria Investments first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and has held it in 1 quarter since.
  • Atria Investments's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.72M in Q4 2022.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Atria Investments's 13F filing for Q3 2023, filed 7 Nov 2023.