APW
IBTQ

Atlantic Private Wealth’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Atlantic Private Wealth’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524K Buy
20,689
+17,300
+510% +$441K 0.34% 36
2025
Q4 		$86.4K Buy
+3,389
New +$86.9K 0.06% 88

Other funds holding IBTQ

SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

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

Atlantic Private Wealth increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 510% in Q1 2026, buying an estimated $441K and bringing the position to 20,689 shares worth $524K. The position accounts for 0.34% of the portfolio, ranked #36.

Atlantic Private Wealth first reported a position in IBTQ in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • Atlantic Private Wealth held 20,689 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $524K as of Q1 2026.
  • Atlantic Private Wealth bought 17,300 iShares iBonds Dec 2035 Term Treasury ETF shares in Q1 2026, an estimated $441K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.34% of Atlantic Private Wealth's portfolio in Q1 2026, its #36 holding.
  • Atlantic Private Wealth first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

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