Atria Investments’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Atria Investments’s Portfolio IBTP Stock Details IBTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-8,871	Closed	-$225K	–	2269
2026 Q2	$225K	Buy	+8,871	New	+$225K	﹤0.01%	2002

Other funds holding IBTP

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Atria Investments's IBTP Position: Q3 2026 in Review

Atria Investments sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q3 2026, closing a stake of 8,871 shares — an estimated $225K sold.

Atria Investments first reported a position in IBTP in Q2 2026 and held it in 1 quarter. The position peaked at $225K in Q2 2026. 6 funds tracked by Wall St. Rank hold IBTP as of Q3 2026.

Atria Investments reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Atria Investments sold 8,871 iShares iBonds Dec 2034 Term Treasury ETF shares in Q3 2026, an estimated $225K.
Atria Investments first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2026 and held it in 1 quarter.
Atria Investments's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $225K in Q2 2026.
6 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2026.

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