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 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 $12.7B AUM 17.41% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's IBDW Position: Q1 2026 in Review

Atria Investments increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.2% in Q1 2026, buying an estimated $139K and bringing the position to 112,173 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #647.

Atria Investments first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Atria Investments held 112,173 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.35M as of Q1 2026.
Atria Investments bought 6,580 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $139K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #647 holding.
Atria Investments first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.