Atria Investments’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Atria Investments’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.06M	Buy	374,157 +39,703	+12%	+$961K	0.09%	231
2026 Q1	$8.11M	Buy	334,454 +12,059	+4%	+$293K	0.09%	240
2025 Q4	$7.83M	Buy	322,395 +117,810	+58%	+$2.86M	0.09%	249
2025 Q3	$4.98M	Buy	204,585 +4,042	+2%	+$98K	0.06%	393
2025 Q2	$4.87M	Sell	200,543 -20,670	-9%	-$499K	0.06%	391
2025 Q1	$5.35M	Buy	221,213 +8,843	+4%	+$213K	0.07%	346
2024 Q4	$5.09M	Buy	212,370 +91,672	+76%	+$2.21M	0.06%	341
2024 Q3	$2.94M	Buy	120,698 +9,502	+9%	+$229K	0.04%	539
2024 Q2	$2.64M	Buy	111,196 +3,418	+3%	+$80.8K	0.03%	547
2024 Q1	$2.57M	Buy	107,778 +6,417	+6%	+$153K	0.04%	559
2023 Q4	$2.43M	Buy	+101,361	New	+$2.37M	0.04%	528
2023 Q3	–	Hold	0	–	–	–	762

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Atria Investments's IBDS Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q2 2026, buying an estimated $961K and bringing the position to 374,157 shares worth $9.06M. The position accounts for 0.09% of the portfolio, ranked #231.

Atria Investments first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Atria Investments held 374,157 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.06M as of Q2 2026.
Atria Investments bought 39,703 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $961K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #231 holding.
Atria Investments first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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