Atria Investments’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Atria Investments’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Buy	120,644 +5,424	+5%	+$120K	0.03%	625
2026 Q1	$2.57M	Buy	115,220 +3,379	+3%	+$75.5K	0.03%	601
2025 Q4	$2.5M	Buy	111,841 +5,067	+5%	+$113K	0.03%	629
2025 Q3	$2.39M	Buy	106,774 +7,765	+8%	+$173K	0.03%	652
2025 Q2	$2.21M	Buy	99,009 +216	+0.2%	+$4.8K	0.03%	682
2025 Q1	$2.2M	Sell	98,793 -6,200	-6%	-$136K	0.03%	662
2024 Q4	$2.3M	Buy	104,993 +89,579	+581%	+$1.97M	0.03%	621
2024 Q3	$347K	Buy	+15,414	New	+$343K	﹤0.01%	1534

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Atria Investments's IBTI Position: Q2 2026 in Review

Atria Investments increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4.7% in Q2 2026, buying an estimated $120K and bringing the position to 120,644 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #625.

Atria Investments first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Atria Investments held 120,644 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.67M as of Q2 2026.
Atria Investments bought 5,424 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $120K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #625 holding.
Atria Investments first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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