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Ishares Tr ibonds dec 26 shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 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 26 by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 52k 25.66
2024-06-30 $1.2M 46k 25.32
2024-03-31 $1.1M 42k 25.35

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 26

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Morgan Stanley
Hartland & Co
Us Bancorp
Kathmere Capital Management
Goss Wealth Management
Wells Fargo & Company
CI Private Wealth
LBMC Investment Advisors
Hills Bank And Trust Company
Covington Investment Advisors
LPL Financial
Raymond James Financial Services Advisors

View all funds holding Ishares Tr ibonds dec 26