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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Atria Investments's IBTF Position: Q4 2025 in Review

Atria Investments sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 106,670 shares — an estimated $2.49M sold.

Atria Investments first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $2.56M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Atria Investments reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 106,670 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.49M.
Atria Investments first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Atria Investments's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.56M in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.