AWP
IBDP

Accretive Wealth Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Accretive Wealth Partners’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,559
Closed -$392K – 134
2024
Q3 		$392K Buy
15,559
+4,890
+46% +$123K 0.16% 110
2024
Q2 		$268K Hold
10,669
– – 0.11% 122
2024
Q1 		$267K Buy
+10,669
New +$266K 0.12% 123

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Accretive Wealth Partners's IBDP Position: Q4 2024 in Review

Accretive Wealth Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 15,559 shares — an estimated $392K sold.

Accretive Wealth Partners first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $392K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Accretive Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Accretive Wealth Partners sold 15,559 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $392K.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Accretive Wealth Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $392K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Accretive Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.