AWS
IBHE

Atria Wealth Solutions’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Atria Wealth Solutions’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.44M Sell
147,778
-1,876
-1% -$43.5K 0.08% 283
2025
Q1 		$3.48M Sell
149,654
-1,729
-1% -$40.2K 0.04% 443
2024
Q4 		$3.51M Buy
151,383
+7,404
+5% +$172K 0.04% 456
2024
Q3 		$3.35M Buy
143,979
+4,554
+3% +$106K 0.04% 458
2024
Q2 		$3.25M Buy
+139,425
New +$3.24M 0.04% 462

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 1.3% in Q2 2025, selling an estimated $43.5K and leaving 147,778 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #283.

Atria Wealth Solutions first reported a position in IBHE in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.51M in Q4 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

  • Atria Wealth Solutions held 147,778 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $3.44M as of Q2 2025.
  • Atria Wealth Solutions sold 1,876 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $43.5K.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #283 holding.
  • Atria Wealth Solutions first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.51M in Q4 2024.
  • 149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

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