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 Q2	$72.6K	Sell	3,008 -893	-23%	-$21.6K	0.04%	96
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 $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

CCG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Atlantic Private Wealth reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 23% in Q2 2026, selling an estimated $21.6K and leaving 3,008 shares worth $72.6K. The position accounts for 0.04% of the portfolio, ranked #96.

Atlantic Private Wealth first reported a position in IBTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $533K in Q1 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Atlantic Private Wealth held 3,008 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $72.6K as of Q2 2026.
Atlantic Private Wealth sold 893 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $21.6K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.04% of Atlantic Private Wealth's portfolio in Q2 2026, its #96 holding.
Atlantic Private Wealth first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Atlantic Private Wealth's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $533K in Q1 2025.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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