Atria Investments’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Atria Investments’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.47M	Buy	249,774 +16,168	+7%	+$357K	0.06%	348
2025 Q4	$5.16M	Buy	233,606 +223,981	+2,327%	+$4.95M	0.06%	369
2025 Q3	$213K	Buy	9,625 +189	+2%	+$4.16K	﹤0.01%	1915
2025 Q2	$207K	Sell	9,436 -152,961	-94%	-$3.31M	﹤0.01%	1909
2025 Q1	$3.53M	Buy	162,397 +71,580	+79%	+$1.54M	0.05%	481
2024 Q4	$1.94M	Buy	90,817 +11,523	+15%	+$249K	0.02%	691
2024 Q3	$1.76M	Buy	79,294 +8,110	+11%	+$177K	0.02%	713
2024 Q2	$1.51M	Buy	71,184 +19,338	+37%	+$408K	0.02%	754
2024 Q1	$1.11M	Buy	+51,846	New	+$1.11M	0.02%	908

Other funds holding IBDV

Bank of America

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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