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Atria Investments’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Atria Investments’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.2M Buy
338,284
+11,714
+4% +$284K 0.09% 237
2025
Q4 		$7.91M Buy
326,570
+114,758
+54% +$2.78M 0.09% 247
2025
Q3 		$5.15M Buy
211,812
+4,562
+2% +$110K 0.06% 381
2025
Q2 		$5.03M Sell
207,250
-24,201
-10% -$585K 0.06% 382
2025
Q1 		$5.6M Buy
231,451
+9,681
+4% +$234K 0.07% 335
2024
Q4 		$5.34M Buy
221,770
+92,054
+71% +$2.22M 0.07% 328
2024
Q3 		$3.15M Sell
129,716
-8,215
-6% -$198K 0.04% 508
2024
Q2 		$3.29M Sell
137,931
-5,643
-4% -$134K 0.04% 466
2024
Q1 		$3.42M Buy
143,574
+16,511
+13% +$394K 0.05% 451
2023
Q4 		$3.04M Buy
+127,063
New +$2.98M 0.05% 445
2023
Q3 		– Hold
0
– – – 698

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SVWAG
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