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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51,171
Closed -$1.27M – 2046
2023
Q3 		$1.27M Sell
51,171
-8,320
-14% -$206K 0.02% 717
2023
Q2 		$1.48M Buy
59,491
+38,891
+189% +$963K 0.02% 686
2023
Q1 		$511K Buy
20,600
+869
+4% +$21.5K 0.01% 1121
2022
Q4 		$487K Buy
+19,731
New +$488K 0.01% 1096

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Atria Wealth Solutions sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 51,171 shares — an estimated $1.27M sold.

Atria Wealth Solutions first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.48M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Atria Wealth Solutions reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 51,171 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.27M.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.48M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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