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Ishares Ibonds Dec 2025 Term T shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T 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 Ibonds Dec 2025 Term T by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 253k 23.42
2024-06-30 $5.4M 235k 23.22
2024-03-31 $1.9M 83k 23.23
2023-12-31 $1.0M 45k 23.28
2023-09-30 $412k 18k 23.08
2023-06-30 $358k 16k 23.13
2023-03-31 $363k 15k 23.53
2022-12-31 $292k 13k 23.28

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Ishares Ibonds Dec 2025 Term T

Hm Payson & Co
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Captrust Financial Advisors
GLOBALT Investments LLC / GA
Capital Investment Advisors
Hills Bank And Trust Company
Goss Wealth Management
LPL Financial
Raymond James Financial Services Advisors
Golub Group
Colony
Stratos Wealth Advisors
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2025 Term T