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Accretive Wealth Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Accretive Wealth Partners’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$830K Buy
34,282
+145
+0.4% +$3.51K 0.2% 97
2026
Q1 		$827K Buy
34,137
+8,430
+33% +$205K 0.23% 98
2025
Q4 		$624K Buy
+25,707
New +$625K 0.19% 101

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Accretive Wealth Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.42% in Q2 2026, buying an estimated $3.51K and bringing the position to 34,282 shares worth $830K. The position accounts for 0.2% of the portfolio, ranked #97.

Accretive Wealth Partners first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Accretive Wealth Partners held 34,282 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $830K as of Q2 2026.
  • Accretive Wealth Partners bought 145 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $3.51K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.2% of Accretive Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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