Atria Wealth Solutions’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.98M	Sell	316,905 -13,248	-4%	-$333K	0.18%	130
2025 Q1	$8.3M	Buy	330,153 +8,511	+3%	+$214K	0.1%	216
2024 Q4	$8.06M	Sell	321,642 -25,005	-7%	-$626K	0.09%	233
2024 Q3	$8.7M	Buy	346,647 +45,059	+15%	+$1.12M	0.09%	217
2024 Q2	$7.5M	Buy	301,588 +22,129	+8%	+$548K	0.08%	246
2024 Q1	$6.93M	Buy	279,459 +582	+0.2%	+$14.4K	0.08%	265
2023 Q4	$6.9M	Buy	278,877 +57,750	+26%	+$1.41M	0.09%	238
2023 Q3	$5.39M	Buy	221,127 +13,581	+7%	+$331K	0.08%	271
2023 Q2	$5.06M	Buy	207,546 +8,166	+4%	+$200K	0.07%	285
2023 Q1	$4.89M	Buy	+199,380	New	+$4.87M	0.07%	273

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Atria Wealth Solutions's IBDQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 4% in Q2 2025, selling an estimated $333K and leaving 316,905 shares worth $7.98M. The position accounts for 0.18% of the portfolio, ranked #130.

Atria Wealth Solutions first reported a position in IBDQ in Q1 2023 and has held it in 10 quarters since. The position peaked at $8.7M in Q3 2024. 393 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Atria Wealth Solutions held 316,905 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $7.98M as of Q2 2025.
Atria Wealth Solutions sold 13,248 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $333K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.18% of Atria Wealth Solutions's portfolio in Q2 2025, its #130 holding.
Atria Wealth Solutions first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8.7M in Q3 2024.
393 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.