Atria Wealth Solutions’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Atria Wealth Solutions’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-288,724	Closed	-$7.32M	–	2045
2023 Q3	$7.32M	Buy	288,724 +19,090	+7%	+$483K	0.1%	205
2023 Q2	$6.82M	Buy	269,634 +10,190	+4%	+$257K	0.09%	215
2023 Q1	$6.54M	Buy	259,444 +238,249	+1,124%	+$5.98M	0.1%	206
2022 Q4	$530K	Buy	21,195 +1,686	+9%	+$42.1K	0.01%	1049
2022 Q3	$487K	Buy	19,509 +888	+5%	+$22.3K	0.01%	1034
2022 Q2	$467K	Buy	+18,621	New	+$468K	0.01%	1002

Other funds holding IBDO

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return