AI
IBTF

Atria Investments’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Atria Investments’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-106,670
Closed -$2.49M – 2075
2025
Q3 		$2.49M Sell
106,670
-2,722
-2% -$63.5K 0.03% 636
2025
Q2 		$2.56M Buy
109,392
+3,370
+3% +$78.6K 0.03% 622
2025
Q1 		$2.48M Buy
106,022
+5,814
+6% +$136K 0.03% 620
2024
Q4 		$2.34M Buy
100,208
+90,219
+903% +$2.1M 0.03% 617
2024
Q3 		$234K Buy
+9,989
New +$233K ﹤0.01% 1745

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return