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Ishares Tr shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth investment in Ishares Tr

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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
2025-12-31 $86k 3.4k 25.48

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares iBonds Dec 2034 Term Treasury ETF Etf (IBTP)
Vanguard Extended Etf (VXF)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
Ishares Ibonds Dec 2027 Term T (IBTH)
iShares TR Esg Awr Etf (EAGG)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
Vanguard Intl Equity Etf (VEU)
Select Sector SPDR Etf (XLE)
iShares S&P 500 Etf (IVV)

View all positions for Atlantic Private Wealth

Top funds holding Ishares Tr

Golub Group
Confluence Investment Management
Accretive Wealth Partners
Bell Investment Advisors
Probity Advisors
Benjamin Edwards
BlackRock
L2 Asset Management
Citadel Advisors
Raymond James Financial
Stifel Financial
Jane Street
CWM
Reliant Wealth Planning
Colony

View all funds holding Ishares Tr