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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$404K	0.19%	76
2023 Q1	$538K	Buy	+21,675	New	+$536K	0.25%	74

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atlas Private Wealth Advisors's IBTD Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 38,000 shares — an estimated $943K sold.

Atlas Private Wealth Advisors first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $943K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 38,000 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $943K.
Atlas Private Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Atlas Private Wealth Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $943K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.