Atlantic Private Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
150,645
+93,011
| +161% | +$2.09M | 2.27% | 13 |
|
|
2025
Q1 | $1.29M | Buy |
57,634
+16,019
| +38% | +$359K | 0.96% | 21 |
|
|
2024
Q4 | $924K | Sell |
41,615
-1,164
| -3% | -$25.8K | 0.7% | 19 |
|
|
2024
Q3 | $968K | Buy |
42,779
+122
| +0.3% | +$2.76K | 0.73% | 19 |
|
|
2024
Q2 | $942K | Buy |
42,657
+315
| +0.7% | +$6.95K | 0.77% | 20 |
|
|
2024
Q1 | $938K | Sell |
42,342
-367
| -0.9% | -$8.13K | 0.78% | 19 |
|
|
2023
Q4 | $956K | Buy |
+42,709
| New | +$956K | 0.85% | 17 |
|