Atria Investments’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Atria Investments’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62M	Buy	125,871 +13,698	+12%	+$286K	0.03%	631
2026 Q1	$2.35M	Buy	112,173 +6,580	+6%	+$139K	0.03%	647
2025 Q4	$2.23M	Buy	105,593 +95,286	+924%	+$2.02M	0.03%	680
2025 Q3	$219K	Buy	10,307 +375	+4%	+$7.9K	﹤0.01%	1900
2025 Q2	$209K	Buy	+9,932	New	+$205K	﹤0.01%	1902

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Atria Investments's IBDW Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 12% in Q2 2026, buying an estimated $286K and bringing the position to 125,871 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #631.

Atria Investments first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Atria Investments held 125,871 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.62M as of Q2 2026.
Atria Investments bought 13,698 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $286K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #631 holding.
Atria Investments first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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