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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
Q2 		$6.67M Buy
293,989
+59,363
+25% +$1.35M 4.09% 5
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 $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atlantic Private Wealth increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 25% in Q2 2026, buying an estimated $1.35M and bringing the position to 293,989 shares worth $6.67M. The position accounts for 4.09% of the portfolio, ranked #5.

Atlantic Private Wealth first reported a position in IBTM in Q3 2023 and has held it in 12 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Atlantic Private Wealth held 293,989 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $6.67M as of Q2 2026.
  • Atlantic Private Wealth bought 59,363 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $1.35M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 4.09% of Atlantic Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Atlantic Private Wealth first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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