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Ishares Tr ibonds dec 29 shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 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 dec 29 by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 99k 23.47
2025-06-30 $693k 30k 23.33
2025-03-31 $2.6M 111k 23.13

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Atria Investments

Top funds holding Ishares Tr ibonds dec 29

Aptus Capital Advisors
Capital Advisors
Morgan Stanley
Mercer Global Advisors
Shufro Rose & Co
Capital Investment Advisors
UBS Group
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Golub Group
Woodmont Investment Counsel
HighTower Advisors
Sigma Investment Counselors

View all funds holding Ishares Tr ibonds dec 29