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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$99.7K	Sell	4,066 -17,774	-81%	-$436K	0.07%	77
2025 Q1	$533K	Sell	21,840 -295	-1%	-$7.2K	0.39%	33
2024 Q4	$523K	Buy	+22,135	New	+$523K	0.39%	26