Atria Wealth Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.94M	Sell	286,070 -14,761	-5%	-$357K	0.16%	145
2025 Q1	$7.28M	Buy	300,831 +4,424	+1%	+$107K	0.09%	240
2024 Q4	$7.13M	Sell	296,407 -10,015	-3%	-$241K	0.08%	262
2024 Q3	$7.45M	Buy	306,422 +21,105	+7%	+$508K	0.08%	261
2024 Q2	$6.8M	Sell	285,317 -200	-0.1%	-$4.75K	0.08%	267
2024 Q1	$6.81M	Buy	285,517 +325	+0.1%	+$7.75K	0.08%	266
2023 Q4	$6.82M	Buy	285,192 +85,800	+43%	+$2.01M	0.09%	240
2023 Q3	$4.65M	Buy	199,392 +11,931	+6%	+$279K	0.07%	307
2023 Q2	$4.4M	Buy	187,461 +6,822	+4%	+$161K	0.06%	321
2023 Q1	$4.29M	Buy	+180,639	New	+$4.25M	0.06%	302

Other funds holding IBDR

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.9% in Q2 2025, selling an estimated $357K and leaving 286,070 shares worth $6.94M. The position accounts for 0.16% of the portfolio, ranked #145.

Atria Wealth Solutions first reported a position in IBDR in Q1 2023 and has held it in 10 quarters since. The position peaked at $7.45M in Q3 2024. 409 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

Atria Wealth Solutions held 286,070 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $6.94M as of Q2 2025.
Atria Wealth Solutions sold 14,761 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $357K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.16% of Atria Wealth Solutions's portfolio in Q2 2025, its #145 holding.
Atria Wealth Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $7.45M in Q3 2024.
409 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

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