Atria Wealth Solutions’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Atria Wealth Solutions’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.11M	Sell	179,051 -12,440	-6%	-$285K	0.09%	249
2025 Q1	$4.39M	Buy	191,491 +11,966	+7%	+$273K	0.05%	379
2024 Q4	$4.09M	Hold	179,525	–	–	0.04%	411
2024 Q3	$4.14M	Hold	179,525	–	–	0.04%	395
2024 Q2	$4.07M	Buy	179,525 +92,000	+105%	+$2.08M	0.04%	387
2024 Q1	$1.99M	Hold	87,525	–	–	0.02%	640
2023 Q4	$2M	Buy	+87,525	New	+$1.98M	0.03%	604

Other funds holding IBTG

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 6.5% in Q2 2025, selling an estimated $285K and leaving 179,051 shares worth $4.11M. The position accounts for 0.09% of the portfolio, ranked #249.

Atria Wealth Solutions first reported a position in IBTG in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.39M in Q1 2025. 281 funds tracked by Wall St. Rank hold IBTG as of Q2 2025.

Atria Wealth Solutions held 179,051 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.11M as of Q2 2025.
Atria Wealth Solutions sold 12,440 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2025, an estimated $285K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #249 holding.
Atria Wealth Solutions first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.39M in Q1 2025.
281 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2025.

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