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Ishares Tr ibonds etf shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr ibonds etf

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All positions including Ishares Tr ibonds etf held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 101k 23.93
2023-09-30 $1.2M 53k 23.14
2019-06-30 $1.1M 7.0k 153.06

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Capital Investment Advisors
UBS Group
Royal Bank of Canada
Miracle Mile Advisors
Raymond James Financial Services Advisors
Mercer Global Advisors
Woodmont Investment Counsel
Klingman & Associates
Wells Fargo & Company
HighTower Advisors
Branch Banking & Trust Company
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds etf