Accretive Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Accretive Wealth Partners’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Sell	53,412 -2,316	-4%	-$56.1K	0.31%	79
2026 Q1	$1.35M	Buy	55,728 +7,400	+15%	+$179K	0.38%	75
2025 Q4	$1.17M	Buy	48,328 +34,606	+252%	+$839K	0.35%	79
2025 Q3	$333K	Hold	13,722	–	–	0.1%	118
2025 Q2	$333K	Buy	13,722 +912	+7%	+$22K	0.11%	119
2025 Q1	$309K	Buy	+12,810	New	+$309K	0.11%	125

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Accretive Wealth Partners's IBDR Position: Q2 2026 in Review

Accretive Wealth Partners reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.2% in Q2 2026, selling an estimated $56.1K and leaving 53,412 shares worth $1.29M. The position accounts for 0.31% of the portfolio, ranked #79.

Accretive Wealth Partners first reported a position in IBDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Accretive Wealth Partners held 53,412 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.29M as of Q2 2026.
Accretive Wealth Partners sold 2,316 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $56.1K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.31% of Accretive Wealth Partners's portfolio in Q2 2026, its #79 holding.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Accretive Wealth Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.35M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.