AWS
IBDO

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

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Atria Wealth Solutions's IBDO Position: Q4 2023 in Review

Atria Wealth Solutions sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 288,724 shares — an estimated $7.32M sold.

Atria Wealth Solutions first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $7.32M in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Atria Wealth Solutions reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 288,724 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $7.32M.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $7.32M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.