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 Q2	$6.29M	Buy	288,553 +38,779	+16%	+$846K	0.06%	329
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 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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

Atria Investments's IBDV Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 16% in Q2 2026, buying an estimated $846K and bringing the position to 288,553 shares worth $6.29M. The position accounts for 0.06% of the portfolio, ranked #329.

Atria Investments first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Atria Investments held 288,553 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $6.29M as of Q2 2026.
Atria Investments bought 38,779 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $846K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.06% of Atria Investments's portfolio in Q2 2026, its #329 holding.
Atria Investments first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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