Atlantic Private Wealth’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
194,920
+65,489
| +51% | +$1.5M | 3% | 8 |
|
|
2025
Q1 | $2.97M | Buy |
129,431
+4,169
| +3% | +$95.6K | 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% | +$295K | 1.35% | 16 |
|
|
2024
Q2 | $1.46M | Buy |
64,371
+35,338
| +122% | +$801K | 1.19% | 17 |
|
|
2024
Q1 | $659K | Buy |
29,033
+15,913
| +121% | +$361K | 0.55% | 22 |
|
|
2023
Q4 | $300K | Buy |
+13,120
| New | +$300K | 0.27% | 34 |
|