AWS
IBDQ

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return