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
2025 Q3	$931K	Sell
2025 Q2	$970K	Sell
2025 Q1	$1.63M	Sell
2024 Q4	$1.85M	Sell
2024 Q3	$1.94M	Sell
2024 Q2	$1.89M	Buy
2024 Q1	$1.89M	Buy
2023 Q4	$1.49M	Buy