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Ishares Ibonds Dec 2027 Term T shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 169k 22.52
2025-06-30 $3.4M 151k 22.49
2025-03-31 $1.3M 58k 22.42
2024-12-31 $924k 42k 22.20
2024-09-30 $968k 43k 22.64
2024-06-30 $942k 43k 22.08
2024-03-31 $938k 42k 22.16
2023-12-31 $956k 43k 22.39

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iShares TR 0-3 MNTH Etf (SGOV)
Vanguard Extended Etf (VXF)
iShares iBonds Dec 2034 Term Treasury ETF Etf (IBTP)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2027 Term T (IBTH)
iShares TR Esg SCRND Etf (XVV)
Select Sector SPDR Etf (XLE)
iShares Trust Esg Etf (DMXF)
Vanguard Intl Equity Etf (VEU)

View all positions for Atlantic Private Wealth

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T