Atlantic Private Wealth’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$890K	Sell	41,119 -1,328	-3%	-$28.8K	0.55%	22
2026 Q1	$927K	Sell	42,447 -323	-0.8%	-$7.08K	0.61%	18
2025 Q4	$939K	Buy	42,770 +371	+0.9%	+$8.15K	0.6%	19
2025 Q3	$931K	Sell	42,399 -1,857	-4%	-$40.6K	0.6%	19
2025 Q2	$970K	Sell	44,256 -30,619	-41%	-$666K	0.65%	21
2025 Q1	$1.63M	Sell	74,875 -11,931	-14%	-$256K	1.2%	17
2024 Q4	$1.85M	Sell	86,806 -878	-1%	-$18.9K	1.39%	14
2024 Q3	$1.94M	Sell	87,684 -662	-0.7%	-$14.5K	1.47%	14
2024 Q2	$1.89M	Buy	88,346 +659	+0.8%	+$14K	1.54%	13
2024 Q1	$1.89M	Buy	87,687 +19,306	+28%	+$416K	1.57%	12
2023 Q4	$1.49M	Buy	+68,381	New	+$1.45M	1.33%	15

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlantic Private Wealth's IBTJ Position: Q2 2026 in Review

Atlantic Private Wealth reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.1% in Q2 2026, selling an estimated $28.8K and leaving 41,119 shares worth $890K. The position accounts for 0.55% of the portfolio, ranked #22.

Atlantic Private Wealth first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2024. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Atlantic Private Wealth held 41,119 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $890K as of Q2 2026.
Atlantic Private Wealth sold 1,328 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $28.8K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.55% of Atlantic Private Wealth's portfolio in Q2 2026, its #22 holding.
Atlantic Private Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Private Wealth's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.94M in Q3 2024.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.