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 Q2	$9.15M	Buy	377,655 +39,371	+12%	+$953K	0.09%	228
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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Atria Investments's IBDR Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 12% in Q2 2026, buying an estimated $953K and bringing the position to 377,655 shares worth $9.15M. The position accounts for 0.09% of the portfolio, ranked #228.

Atria Investments first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Atria Investments held 377,655 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.15M as of Q2 2026.
Atria Investments bought 39,371 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $953K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #228 holding.
Atria Investments first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.