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Ishares Tr ibonds dec 25 shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr ibonds dec 25 (IBMN) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr ibonds dec 25

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All positions including Ishares Tr ibonds dec 25 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 25 by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 49k 26.66
2024-06-30 $1.3M 48k 26.48
2024-03-31 $1.6M 59k 26.46
2023-12-31 $1.5M 56k 26.55

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 25

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Kathmere Capital Management
Morgan Stanley
Wells Fargo & Company
Goss Wealth Management
LPL Financial
Leavell Investment Management
Covington Investment Advisors
Hills Bank And Trust Company
Commonwealth Equity Services
HighTower Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr ibonds dec 25