AWS
IBTF

Atria Wealth Solutions’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Atria Wealth Solutions’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.47M Sell
234,212
-9,025
-4% -$211K 0.12% 198
2025
Q1 		$5.68M Buy
243,237
+3,848
+2% +$89.8K 0.07% 300
2024
Q4 		$5.58M Sell
239,389
-13,918
-5% -$325K 0.06% 328
2024
Q3 		$5.93M Buy
253,307
+18,703
+8% +$436K 0.06% 302
2024
Q2 		$5.45M Buy
234,604
+151,752
+183% +$3.52M 0.06% 321
2024
Q1 		$1.92M Buy
82,852
+37,887
+84% +$881K 0.02% 653
2023
Q4 		$1.05M Buy
44,965
+27,115
+152% +$627K 0.01% 843
2023
Q3 		$412K Buy
17,850
+2,379
+15% +$54.9K 0.01% 1228
2023
Q2 		$358K Buy
15,471
+27
+0.2% +$631 ﹤0.01% 1336
2023
Q1 		$363K Buy
15,444
+2,889
+23% +$67.5K 0.01% 1316
2022
Q4 		$292K Buy
+12,555
New +$292K ﹤0.01% 1374

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return