Atria Investments’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Atria Investments’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.69M	Buy	117,535 +4,923	+4%	+$113K	0.03%	619
2026 Q1	$2.58M	Buy	112,612 +3,183	+3%	+$72.9K	0.03%	598
2025 Q4	$2.5M	Buy	109,429 +5,677	+5%	+$130K	0.03%	628
2025 Q3	$2.38M	Buy	103,752 +1,505	+1%	+$34.4K	0.03%	656
2025 Q2	$2.34M	Buy	102,247 +3,479	+4%	+$79.6K	0.03%	663
2025 Q1	$2.27M	Buy	98,768 +5,766	+6%	+$132K	0.03%	652
2024 Q4	$2.12M	Buy	+93,002	New	+$2.12M	0.03%	660

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CIA

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Atria Investments's IBTG Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 4.4% in Q2 2026, buying an estimated $113K and bringing the position to 117,535 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #619.

Atria Investments first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Atria Investments held 117,535 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.69M as of Q2 2026.
Atria Investments bought 4,923 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $113K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #619 holding.
Atria Investments first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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