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Atria Wealth Solutions’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Atria Wealth Solutions’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,689
Closed -$335K – 2032
2024
Q3 		$335K Buy
16,689
+771
+5% +$15.3K ﹤0.01% 1443
2024
Q2 		$307K Buy
15,918
+1,339
+9% +$25.6K ﹤0.01% 1493
2024
Q1 		$283K Buy
+14,579
New +$284K ﹤0.01% 1592

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Wealth Solutions's IBTK Position: Q4 2024 in Review

Atria Wealth Solutions sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2024, closing a stake of 16,689 shares — an estimated $335K sold.

Atria Wealth Solutions first reported a position in IBTK in Q1 2024 and held it in 3 quarters. The position peaked at $335K in Q3 2024. 114 funds tracked by Wall St. Rank hold IBTK as of Q4 2024.

  • Atria Wealth Solutions reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,689 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2024, an estimated $335K.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $335K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.