Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Atlantic Private Wealth, LLC

$126 Million
Q1 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 129,431 shares of IBTG stock, worth $2.96 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

129,431

Previous 125,262 3.33%

Holding current value

$2.96 Million

Previous $2.86 Million 3.92%

% of portfolio

2.35%

Previous 2.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$22.77 - $22.94 $94,928 - $95,636	4,169 Added 3.33%	129,431 $2.97 Million
Q4 2024 Feb 11, 2025	BUY	$22.72 - $23.0 $1.09 Million - $1.11 Million	48,108 Added 62.35%	125,262 $2.86 Million
Q3 2024 Nov 07, 2024	BUY	$22.55 - $23.1 $288,256 - $295,287	12,783 Added 19.86%	77,154 $1.78 Million
Q2 2024 Aug 12, 2024	BUY	$22.46 - $22.66 $793,691 - $800,759	35,338 Added 121.72%	64,371 $1.46 Million
Q1 2024 May 13, 2024	BUY	$22.62 - $22.94 $359,952 - $365,044	15,913 Added 121.29%	29,033 $659,000
Q4 2023 Feb 09, 2024	BUY	$22.32 - $22.86 $292,838 - $299,923	13,120 New	13,120 $299,000

Others Institutions Holding IBTG

# of Institutions

289

Shares Held

66.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

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Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History