Atria Investments’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Atria Investments’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.45M	Buy	374,417 +41,680	+13%	+$1.05M	0.09%	220
2026 Q1	$8.43M	Buy	332,737 +14,558	+5%	+$370K	0.09%	231
2025 Q4	$8.1M	Buy	318,179 +113,453	+55%	+$2.89M	0.09%	240
2025 Q3	$5.22M	Buy	204,726 +638	+0.3%	+$16.2K	0.06%	377
2025 Q2	$5.19M	Buy	204,088 +2,044	+1%	+$51.5K	0.06%	370
2025 Q1	$5.1M	Buy	202,044 +10,351	+5%	+$259K	0.07%	369
2024 Q4	$4.77M	Buy	191,693 +88,724	+86%	+$2.23M	0.06%	363
2024 Q3	$2.63M	Buy	102,969 +5,863	+6%	+$148K	0.03%	577
2024 Q2	$2.41M	Buy	97,106 +5,439	+6%	+$134K	0.03%	583
2024 Q1	$2.28M	Buy	91,667 +5,767	+7%	+$144K	0.03%	598
2023 Q4	$2.16M	Buy	+85,900	New	+$2.09M	0.03%	568

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Atria Investments's IBDT Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 13% in Q2 2026, buying an estimated $1.05M and bringing the position to 374,417 shares worth $9.45M. The position accounts for 0.09% of the portfolio, ranked #220.

Atria Investments first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Atria Investments held 374,417 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $9.45M as of Q2 2026.
Atria Investments bought 41,680 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.05M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #220 holding.
Atria Investments first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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