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 $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 3.7% in Q2 2025, selling an estimated $211K and leaving 234,212 shares worth $5.47M. The position accounts for 0.12% of the portfolio, ranked #198.

Atria Wealth Solutions first reported a position in IBTF in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.93M in Q3 2024. 308 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Atria Wealth Solutions held 234,212 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $5.47M as of Q2 2025.
  • Atria Wealth Solutions sold 9,025 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $211K.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #198 holding.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
  • Atria Wealth Solutions's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $5.93M in Q3 2024.
  • 308 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.