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Ishares Ibonds Dec 2024 Term T shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 188k 23.94
2023-12-31 $4.2M 176k 23.86
2023-09-30 $1.5M 65k 23.84
2023-06-30 $1.7M 70k 23.80
2023-03-31 $595k 25k 24.01
2022-12-31 $470k 20k 23.86

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View all positions for Atria Wealth Solutions

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
Hills Bank And Trust Company
InterOcean Capital Group
Goss Wealth Management
Capital Investment Advisors
Royal Bank of Canada
First Western Trust Bank
CliftonLarsonAllen Wealth Advisors
Northwestern Mutual Wealth Management Company
Ambassador Advisors

View all funds holding Ishares Ibonds Dec 2024 Term T