Atlantic Private Wealth, LLC
Position in IBTK — iShares iBonds Dec 2030 Term Treasury ETF
CIK 1893143
CHAPEL HILL, NC
All Filings in IBTK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTK | $651,864 | 33,056 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IBTK | $660,124 | 33,264 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 IBTK | $667,064 | 33,563 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 IBTK | $785,544 | 39,594 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 IBTK | $1,692,608 | 86,094 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 IBTK | $2,013,883 | 104,928 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 IBTK | $2,111,981 | 105,362 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 IBTK | $1,815,415 | 94,185 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 IBTK | $1,005,198 | 51,761 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 IBTK | $949,399 | 48,144 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IBTK | $907,029 | 47,991 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 IBTK | $432,732 | 22,022 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IBTK | $257,255 | 12,767 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||