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Ishares Tr shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Ishares Tr (IBTP) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 219k 25.91
2025-06-30 $4.5M 176k 25.71
2025-03-31 $2.0M 78k 25.67

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
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 Tr

Union Bankshares
Golub Group
Confluence Investment Management
LPL Financial
D.A. Davidson & Co.
Royal Bank of Canada
Atlantic Private Wealth
Cetera Investment Advisers
Kestra Advisory Services
Commonwealth Equity Services
Accretive Wealth Partners
HighTower Advisors
Probity Advisors
Mercer Global Advisors
Stifel Financial

View all funds holding Ishares Tr