AWS
IBTE

Atria Wealth Solutions’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Atria Wealth Solutions’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-239,092
Closed -$5.74M – 2116
2024
Q3 		$5.74M Buy
239,092
+1,336
+0.6% +$32K 0.06% 309
2024
Q2 		$5.7M Buy
237,756
+50,212
+27% +$1.2M 0.06% 310
2024
Q1 		$4.49M Buy
187,544
+11,275
+6% +$269K 0.05% 369
2023
Q4 		$4.21M Buy
176,269
+111,650
+173% +$2.66M 0.05% 360
2023
Q3 		$1.54M Sell
64,619
-5,011
-7% -$119K 0.02% 643
2023
Q2 		$1.66M Buy
69,630
+44,864
+181% +$1.07M 0.02% 637
2023
Q1 		$595K Buy
24,766
+5,076
+26% +$121K 0.01% 1032
2022
Q4 		$470K Buy
+19,690
New +$470K 0.01% 1111

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Atria Wealth Solutions's IBTE Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 239,092 shares — an estimated $5.74M sold.

Atria Wealth Solutions first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $5.74M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Atria Wealth Solutions reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 239,092 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $5.74M.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $5.74M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.