Atria Wealth Solutions’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,439	Closed	-$223K	–	2043
2023 Q3	$223K	Buy	9,439 +634	+7%	+$15K	﹤0.01%	1626
2023 Q2	$208K	Buy	8,805 +27	+0.3%	+$637	﹤0.01%	1669
2023 Q1	$207K	Sell	8,778 -9,468	-52%	-$223K	﹤0.01%	1657
2022 Q4	$428K	Sell	18,246 -1,059	-5%	-$24.8K	0.01%	1165
2022 Q3	$451K	Buy	19,305 +510	+3%	+$12K	0.01%	1079
2022 Q2	$440K	Buy	+18,795	New	+$444K	0.01%	1038

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atria Wealth Solutions's IBHC Position: Q4 2023 in Review

Atria Wealth Solutions sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 9,439 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in IBHC in Q2 2022 and held it in 6 quarters. The position peaked at $451K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Atria Wealth Solutions reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 9,439 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $223K.
Atria Wealth Solutions first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q2 2022 and held it in 6 quarters.
Atria Wealth Solutions's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $451K in Q3 2022.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.