Atria Wealth Solutions’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$275K | 0.05% | 379 |
|
|
2024
Q4 | $4.09M | Hold |
179,525
| – | – | 0.04% | 409 |
|
|
2024
Q3 | $4.14M | Hold |
179,525
| – | – | 0.04% | 393 |
|
|
2024
Q2 | $4.07M | Buy |
179,525
+92,000
| +105% | +$2.08M | 0.04% | 385 |
|
|
2024
Q1 | $1.99M | Hold |
87,525
| – | – | 0.02% | 638 |
|
|
2023
Q4 | $2M | Buy |
+87,525
| New | +$2M | 0.03% | 599 |
|