APW
Atlantic Private Wealth’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
182,643
+84,558
| +86% | +$1.95M | 2.82% | 9 |
|
|
2025
Q1 | $2.25M | Sell |
98,085
-14,628
| -13% | -$335K | 1.66% | 13 |
|
|
2024
Q4 | $2.5M | Buy |
112,713
+762
| +0.7% | +$16.9K | 1.88% | 12 |
|
|
2024
Q3 | $2.63M | Buy |
111,951
+8,738
| +8% | +$205K | 1.99% | 12 |
|
|
2024
Q2 | $2.32M | Buy |
103,213
+51,790
| +101% | +$1.16M | 1.89% | 12 |
|
|
2024
Q1 | $1.17M | Buy |
51,423
+27,925
| +119% | +$633K | 0.97% | 15 |
|
|
2023
Q4 | $543K | Buy |
23,498
+19,702
| +519% | +$455K | 0.49% | 25 |
|
|
2023
Q3 | $83.5K | Buy |
+3,796
| New | +$83.5K | 0.08% | 47 |
|