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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return