Atria Wealth Solutions’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.17M	Buy	136,632 +2,160	+2%	+$49.8K	0.07%	302
2025 Q1	$3.12M	Sell	134,472 -4,430	-3%	-$103K	0.04%	483
2024 Q4	$3.22M	Sell	138,902 -2,057	-1%	-$47.8K	0.04%	483
2024 Q3	$3.3M	Buy	140,959 +60,928	+76%	+$1.41M	0.04%	466
2024 Q2	$1.83M	Buy	+80,031	New	+$1.83M	0.02%	652
2023 Q4	–	Sell	-18,359	Closed	-$414K	–	1974
2023 Q3	$414K	Sell	18,359 -3,108	-14%	-$70.3K	0.01%	1225
2023 Q2	$488K	Sell	21,467 -785	-4%	-$17.7K	0.01%	1173
2023 Q1	$507K	Buy	+22,252	New	+$504K	0.01%	1128

Other funds holding IBHF

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Atria Wealth Solutions increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.6% in Q2 2025, buying an estimated $49.8K and bringing the position to 136,632 shares worth $3.17M. The position accounts for 0.07% of the portfolio, ranked #302.

Atria Wealth Solutions first reported a position in IBHF in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.3M in Q3 2024. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

Atria Wealth Solutions held 136,632 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $3.17M as of Q2 2025.
Atria Wealth Solutions bought 2,160 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $49.8K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #302 holding.
Atria Wealth Solutions first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $3.3M in Q3 2024.
138 funds tracked by Wall St. Rank held iShares iBonds 2026 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.