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Ishares Ibonds Dec 2026 Term T shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 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 2026 Term T by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 88k 22.71
2023-12-31 $2.0M 88k 22.86

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Ishares Ibonds Dec 2026 Term T

Morgan Stanley
Capital Investment Advisors
Bank of America Corporation
Goss Wealth Management
Wells Fargo & Company
Bailard
InterOcean Capital Group
UBS Group
Stratos Wealth Partners
LPL Financial
MV Capital Management
Trust
Raymond James Financial Services Advisors
Integrated Wealth Concepts
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2026 Term T