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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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