AWS
IBHD

Atria Wealth Solutions’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Atria Wealth Solutions’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,247
Closed -$233K – 1964
2022
Q4 		$233K Buy
+10,247
New +$232K ﹤0.01% 1517

Other funds holding IBHD

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's IBHD Position: Q1 2023 in Review

Atria Wealth Solutions sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q1 2023, closing a stake of 10,247 shares — an estimated $233K sold.

Atria Wealth Solutions first reported a position in IBHD in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 87 funds tracked by Wall St. Rank hold IBHD as of Q1 2023.

  • Atria Wealth Solutions reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,247 iShares iBonds 2024 Term High Yield and Income ETF shares in Q1 2023, an estimated $233K.
  • Atria Wealth Solutions first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $233K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.