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Ishares Tr ibonds dec2026 shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 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 Tr ibonds dec2026 by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 285k 23.90
2023-09-30 $4.7M 199k 23.34
2023-06-30 $4.4M 188k 23.47
2023-03-31 $4.3M 181k 23.73

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Shufro Rose & Co
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Wells Fargo & Company
Sigma Investment Counselors
Klingman & Associates
HighTower Advisors
Kathmere Capital Management
Granite Bay Wealth Management
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec2026