Atria Wealth Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Sell |
286,070
-14,761
| -5% | -$358K | 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% | 261 |
|
|
2024
Q3 | $7.45M | Buy |
306,422
+21,105
| +7% | +$513K | 0.08% | 259 |
|
|
2024
Q2 | $6.8M | Sell |
285,317
-200
| -0.1% | -$4.76K | 0.08% | 266 |
|
|
2024
Q1 | $6.81M | Buy |
285,517
+325
| +0.1% | +$7.75K | 0.08% | 264 |
|
|
2023
Q4 | $6.82M | Buy |
285,192
+85,800
| +43% | +$2.05M | 0.09% | 239 |
|
|
2023
Q3 | $4.65M | Buy |
199,392
+11,931
| +6% | +$278K | 0.07% | 307 |
|
|
2023
Q2 | $4.4M | Buy |
187,461
+6,822
| +4% | +$160K | 0.06% | 321 |
|
|
2023
Q1 | $4.29M | Buy |
+180,639
| New | +$4.29M | 0.06% | 302 |
|