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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
– – 0.05% 395
2024
Q2 		$4.07M Buy
179,525
+92,000
+105% +$2.08M 0.05% 387
2024
Q1 		$1.99M Hold
87,525
– – 0.02% 640
2023
Q4 		$2M Buy
+87,525
New +$1.98M 0.03% 604

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HPC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return