Atria Investments’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Atria Investments’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Sell	82,003 -6,502	-7%	-$141K	0.02%	817
2026 Q1	$1.93M	Buy	88,505 +1,988	+2%	+$43.6K	0.02%	725
2025 Q4	$1.9M	Buy	86,517 +621	+0.7%	+$13.6K	0.02%	742
2025 Q3	$1.89M	Buy	85,896 +34,579	+67%	+$757K	0.02%	743
2025 Q2	$1.12M	Sell	51,317 -25,951	-34%	-$564K	0.01%	972
2025 Q1	$1.68M	Buy	+77,268	New	+$1.66M	0.02%	777

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atria Investments's IBTJ Position: Q2 2026 in Review

Atria Investments reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 7.3% in Q2 2026, selling an estimated $141K and leaving 82,003 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #817.

Atria Investments first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93M in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Atria Investments held 82,003 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.78M as of Q2 2026.
Atria Investments sold 6,502 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $141K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #817 holding.
Atria Investments first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Atria Investments's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.93M in Q1 2026.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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