Atlantic Private Wealth, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1893143
CHAPEL HILL, NC
All Filings in IBTJ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $927,169 | 42,447 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IBTJ | $938,587 | 42,770 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 IBTJ | $930,870 | 42,399 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 IBTJ | $970,091 | 44,256 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 IBTJ | $1,630,028 | 74,875 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 IBTJ | $1,851,224 | 86,806 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 IBTJ | $1,938,254 | 87,684 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 IBTJ | $1,887,954 | 88,346 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 IBTJ | $1,885,270 | 87,687 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 IBTJ | $1,489,338 | 68,381 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||