Atlantic Private Wealth’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.1K	Sell	3,901 -112	-3%	-$2.75K	0.06%	91
2025 Q4	$98.5K	Buy	4,013 +44	+1%	+$1.09K	0.06%	85
2025 Q3	$97.8K	Sell	3,969 -97	-2%	-$2.37K	0.06%	78
2025 Q2	$99.7K	Sell	4,066 -17,774	-81%	-$430K	0.07%	78
2025 Q1	$533K	Sell	21,840 -295	-1%	-$7.06K	0.39%	33
2024 Q4	$523K	Buy	+22,135	New	+$535K	0.39%	26

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atlantic Private Wealth reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 2.8% in Q1 2026, selling an estimated $2.75K and leaving 3,901 shares worth $95.1K. The position accounts for 0.06% of the portfolio, ranked #91.

Atlantic Private Wealth first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $533K in Q1 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Atlantic Private Wealth held 3,901 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $95.1K as of Q1 2026.
Atlantic Private Wealth sold 112 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $2.75K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.06% of Atlantic Private Wealth's portfolio in Q1 2026, its #91 holding.
Atlantic Private Wealth first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Atlantic Private Wealth's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $533K in Q1 2025.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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