Atlantic Private Wealth’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Atlantic Private Wealth’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.56M	Sell	242,839 -13,049	-5%	-$299K	3.64%	6
2025 Q4	$5.85M	Buy	255,888 +17,741	+7%	+$406K	3.74%	6
2025 Q3	$5.47M	Buy	238,147 +43,227	+22%	+$989K	3.53%	7
2025 Q2	$4.47M	Buy	194,920 +65,489	+51%	+$1.5M	3%	8
2025 Q1	$2.97M	Buy	129,431 +4,169	+3%	+$95.2K	2.19%	10
2024 Q4	$2.86M	Buy	125,262 +48,108	+62%	+$1.1M	2.15%	10
2024 Q3	$1.78M	Buy	77,154 +12,783	+20%	+$293K	1.35%	16
2024 Q2	$1.46M	Buy	64,371 +35,338	+122%	+$798K	1.19%	17
2024 Q1	$659K	Buy	29,033 +15,913	+121%	+$362K	0.55%	22
2023 Q4	$300K	Buy	+13,120	New	+$296K	0.27%	34

Other funds holding IBTG

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return