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 Q2	$225K	Buy	+8,871	New	+$225K	﹤0.01%	2002

Other funds holding IBTP

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Atria Investments's IBTP Position: Q2 2026 in Review

Atria Investments opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2026: 8,871 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2002 among its holdings.

63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

Atria Investments held 8,871 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $225K as of Q2 2026.
iShares iBonds Dec 2034 Term Treasury ETF was a new Atria Investments position in Q2 2026.
iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2002 holding.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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