Atria Investments’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Atria Investments’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Buy	119,908 +5,199	+5%	+$116K	0.03%	622
2026 Q1	$2.57M	Buy	114,709 +3,087	+3%	+$69.4K	0.03%	599
2025 Q4	$2.51M	Buy	111,622 +5,851	+6%	+$132K	0.03%	626
2025 Q3	$2.38M	Buy	105,771 +1,275	+1%	+$28.6K	0.03%	655
2025 Q2	$2.35M	Buy	104,496 +3,415	+3%	+$76.5K	0.03%	661
2025 Q1	$2.27M	Buy	101,081 +5,951	+6%	+$133K	0.03%	650
2024 Q4	$2.11M	Buy	+95,130	New	+$2.12M	0.03%	661

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atria Investments's IBTH Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.5% in Q2 2026, buying an estimated $116K and bringing the position to 119,908 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #622.

Atria Investments first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Atria Investments held 119,908 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.68M as of Q2 2026.
Atria Investments bought 5,199 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $116K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #622 holding.
Atria Investments first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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