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Atlantic Private Wealth’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Atlantic Private Wealth’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.38M Buy
234,626
+13,686
+6% +$316K 3.52% 7
2025
Q4 		$5.1M Buy
220,940
+21,781
+11% +$505K 3.26% 8
2025
Q3 		$4.61M Buy
199,159
+16,516
+9% +$380K 2.98% 9
2025
Q2 		$4.21M Buy
182,643
+84,558
+86% +$1.92M 2.82% 9
2025
Q1 		$2.25M Sell
98,085
-14,628
-13% -$328K 1.66% 13
2024
Q4 		$2.5M Buy
112,713
+762
+0.7% +$17.3K 1.88% 12
2024
Q3 		$2.63M Buy
111,951
+8,738
+8% +$202K 1.99% 12
2024
Q2 		$2.32M Buy
103,213
+51,790
+101% +$1.15M 1.89% 12
2024
Q1 		$1.17M Buy
51,423
+27,925
+119% +$634K 0.97% 15
2023
Q4 		$543K Buy
23,498
+19,702
+519% +$437K 0.49% 25
2023
Q3 		$83.5K Buy
+3,796
New +$86K 0.08% 47

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Atlantic Private Wealth's IBTM Position: Q1 2026 in Review

Atlantic Private Wealth increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 6.2% in Q1 2026, buying an estimated $316K and bringing the position to 234,626 shares worth $5.38M. The position accounts for 3.52% of the portfolio, ranked #7.

Atlantic Private Wealth first reported a position in IBTM in Q3 2023 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Atlantic Private Wealth held 234,626 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $5.38M as of Q1 2026.
  • Atlantic Private Wealth bought 13,686 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $316K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 3.52% of Atlantic Private Wealth's portfolio in Q1 2026, its #7 holding.
  • Atlantic Private Wealth first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.