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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,689	Closed	-$335K	–	2002
2024 Q3	$335K	Buy	16,689 +771	+5%	+$15.5K	﹤0.01%	1432
2024 Q2	$307K	Buy	15,918 +1,339	+9%	+$25.8K	﹤0.01%	1476
2024 Q1	$283K	Buy	+14,579	New	+$283K	﹤0.01%	1583