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Ishares Tr ibonds dec shares owned by Atria Investments

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

Historical chart of Atria Investments investment in Ishares Tr ibonds dec

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All positions including Ishares Tr ibonds dec 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 by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 51k 26.10
2024-06-30 $1.2M 45k 26.05
2024-03-31 $1.1M 42k 25.95
2023-06-30 $1.0M 41k 25.76
2023-03-31 $1.1M 41k 25.87

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Ishares Tr ibonds dec

Bank of America Corporation
Us Bancorp
Goss Wealth Management
Morgan Stanley
Mercer Global Advisors
HighTower Advisors
LPL Financial
Glenview Trust
Covington Investment Advisors
Wells Fargo & Company
Envestnet Asset Management
Leavell Investment Management
Northwestern Mutual Wealth Management Company
Colony
Integrated Wealth Concepts

View all funds holding Ishares Tr ibonds dec