AWS
IBTD

Atria Wealth Solutions’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Atria Wealth Solutions’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51,171
Closed -$1.27M – 2027
2023
Q3 		$1.27M Sell
51,171
-8,320
-14% -$207K 0.02% 714
2023
Q2 		$1.48M Buy
59,491
+38,891
+189% +$965K 0.02% 683
2023
Q1 		$511K Buy
20,600
+869
+4% +$21.6K 0.01% 1118
2022
Q4 		$487K Buy
+19,731
New +$487K 0.01% 1090