Atria Investments’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Atria Investments’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-57,830	Closed	-$1.46M	–	2024
2024 Q3	$1.46M	Buy	57,830 +1,828	+3%	+$45.9K	0.02%	793
2024 Q2	$1.41M	Sell	56,002 -34,229	-38%	-$858K	0.02%	784
2024 Q1	$2.26M	Sell	90,231 -29,196	-24%	-$729K	0.03%	603
2023 Q4	$2.97M	Buy	+119,427	New	+$2.96M	0.05%	451
2023 Q3	–	Hold	0	–	–	–	411
2023 Q2	–	Hold	0	–	–	–	388
2023 Q1	–	Sell	-118,829	Closed	-$2.92M	–	386
2022 Q4	$2.9M	Buy	+118,829	New	+$2.9M	0.06%	390
2022 Q3	–	Hold	0	–	–	–	509

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atria Investments's IBDP Position: Q4 2024 in Review

Atria Investments sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 57,830 shares — an estimated $1.46M sold.

Atria Investments first reported a position in IBDP in Q4 2022 and held it in 5 quarters. The position peaked at $2.97M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Atria Investments reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 57,830 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.46M.
Atria Investments first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 5 quarters.
Atria Investments's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.97M in Q4 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.