Atria Investments’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Atria Investments’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-224,513	Closed	-$5.22M	–	2200
2026 Q1	$5.22M	Buy	224,513 +15,151	+7%	+$354K	0.06%	362
2025 Q4	$4.9M	Buy	209,362 +110,838	+112%	+$2.6M	0.06%	379
2025 Q3	$2.31M	Buy	98,524 +68,818	+232%	+$1.61M	0.03%	666
2025 Q2	$693K	Sell	29,706 -81,233	-73%	-$1.87M	0.01%	1247
2025 Q1	$2.57M	Buy	+110,939	New	+$2.54M	0.03%	610

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

Atria Investments's IBDU Position: Q2 2026 in Review

Atria Investments sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 224,513 shares — an estimated $5.22M sold.

Atria Investments first reported a position in IBDU in Q1 2025 and held it in 5 quarters. The position peaked at $5.22M in Q1 2026. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Atria Investments reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 224,513 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $5.22M.
Atria Investments first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
Atria Investments's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.22M in Q1 2026.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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