AI
IBDQ

Atria Investments’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Atria Investments’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-165,352
Closed -$4.17M – 2074
2025
Q3 		$4.17M Sell
165,352
-33,306
-17% -$837K 0.05% 450
2025
Q2 		$5M Sell
198,658
-2,759
-1% -$69.3K 0.06% 384
2025
Q1 		$5.07M Buy
201,417
+5,107
+3% +$128K 0.06% 370
2024
Q4 		$4.92M Buy
196,310
+87,173
+80% +$2.18M 0.06% 353
2024
Q3 		$2.74M Sell
109,137
-7,829
-7% -$195K 0.03% 564
2024
Q2 		$2.91M Sell
116,966
-20,631
-15% -$511K 0.04% 512
2024
Q1 		$3.41M Buy
137,597
+1,021
+0.7% +$25.3K 0.05% 453
2023
Q4 		$3.38M Buy
+136,576
New +$3.35M 0.05% 406
2023
Q3 		– Hold
0
– – – 539
2023
Q2 		– Hold
0
– – – 684

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atria Investments's IBDQ Position: Q4 2025 in Review

Atria Investments sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 165,352 shares — an estimated $4.17M sold.

Atria Investments first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $5.07M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Atria Investments reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 165,352 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.17M.
  • Atria Investments first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Atria Investments's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.07M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.