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

Atlantic Private Wealth, LLC

$144 Million
Q3 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 238,147 shares of IBTG stock, worth $5.45 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

238,147

Previous 194,920 22.18%

Holding current value

$5.45 Million

Previous $4.47 Million 22.29%

% of portfolio

3.78%

Previous 3.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$22.84 - $22.95 $987,304 - $992,059	43,227 Added 22.18%	238,147 $5.47 Million
Q2 2025 Aug 11, 2025	BUY	$22.81 - $22.97 $1.49 Million - $1.5 Million	65,489 Added 50.6%	194,920 $4.47 Million
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

311

Shares Held

78.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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