Atria Investments
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Atria Investments’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Atria Investments’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.55M Buy
134,027
+8,642
+7% +$167K 0.02% 661
2026
Q2 		$2.45M Buy
125,385
+3,922
+3% +$76.8K 0.02% 665
2026
Q1 		$2.4M Buy
121,463
+2,757
+2% +$54.7K 0.03% 640
2025
Q4 		$2.36M Buy
+118,706
New +$2.36M 0.03% 659

Other funds holding IBTK

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Atria Investments's IBTK Position: Q3 2026 in Review

Atria Investments increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 6.9% in Q3 2026, buying an estimated $167K and bringing the position to 134,027 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #661.

Atria Investments first reported a position in IBTK in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Atria Investments held 134,027 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $2.55M as of Q3 2026.
  • Atria Investments bought 8,642 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $167K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Atria Investments's portfolio in Q3 2026, its #661 holding.
  • Atria Investments first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.