APWA
IBTD

Atlas Private Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Atlas Private Wealth Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-38,000
Closed -$943K – 194
2023
Q3 		$943K Hold
38,000
– – 0.18% 77
2023
Q2 		$943K Buy
38,000
+16,325
+75% +$405K 0.19% 76
2023
Q1 		$538K Buy
+21,675
New +$538K 0.25% 74