AWS
IBDP

Atria Wealth Solutions’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Atria Wealth Solutions’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-381,398
Closed -$9.62M – 2119
2024
Q3 		$9.62M Buy
381,398
+11,170
+3% +$281K 0.1% 200
2024
Q2 		$9.3M Buy
370,228
+53,913
+17% +$1.35M 0.1% 203
2024
Q1 		$7.92M Buy
316,315
+16,249
+5% +$406K 0.09% 238
2023
Q4 		$7.47M Buy
300,066
+50,984
+20% +$1.26M 0.09% 221
2023
Q3 		$6.16M Buy
249,082
+11,526
+5% +$284K 0.09% 242
2023
Q2 		$5.85M Sell
237,556
-13,025
-5% -$320K 0.08% 243
2023
Q1 		$6.16M Buy
250,581
+218,091
+671% +$5.35M 0.09% 221
2022
Q4 		$793K Buy
32,490
+7,986
+33% +$195K 0.01% 865
2022
Q3 		$597K Sell
24,504
-71,171
-74% -$1.76M 0.01% 931
2022
Q2 		$2.37M Buy
+95,675
New +$2.38M 0.04% 390

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atria Wealth Solutions's IBDP Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 381,398 shares — an estimated $9.62M sold.

Atria Wealth Solutions first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $9.62M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Atria Wealth Solutions reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 381,398 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $9.62M.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $9.62M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.