Atlantic Private Wealth’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Sell |
44,256
-30,619
| -41% | -$671K | 0.65% | 21 |
|
|
2025
Q1 | $1.63M | Sell |
74,875
-11,931
| -14% | -$260K | 1.2% | 17 |
|
|
2024
Q4 | $1.85M | Sell |
86,806
-878
| -1% | -$18.7K | 1.39% | 14 |
|
|
2024
Q3 | $1.94M | Sell |
87,684
-662
| -0.7% | -$14.6K | 1.47% | 14 |
|
|
2024
Q2 | $1.89M | Buy |
88,346
+659
| +0.8% | +$14.1K | 1.54% | 13 |
|
|
2024
Q1 | $1.89M | Buy |
87,687
+19,306
| +28% | +$415K | 1.57% | 12 |
|
|
2023
Q4 | $1.49M | Buy |
+68,381
| New | +$1.49M | 1.33% | 15 |
|