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
Q2 		$1.56M Buy
62,095
+41,406
+200% +$1.04M 0.95% 18
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

Atlantic Private Wealth increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 200% in Q2 2026, buying an estimated $1.04M and bringing the position to 62,095 shares worth $1.56M. The position accounts for 0.95% of the portfolio, ranked #18.

Atlantic Private Wealth first reported a position in IBTQ in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Atlantic Private Wealth held 62,095 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $1.56M as of Q2 2026.
  • Atlantic Private Wealth bought 41,406 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $1.04M.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.95% of Atlantic Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Atlantic Private Wealth first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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