Accretive Wealth Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$721K	Sell	28,886 -175	-0.6%	-$4.4K	0.15%	101
2026 Q2	$734K	Sell	29,061 -255	-0.9%	-$6.44K	0.18%	106
2026 Q1	$743K	Buy	29,316 +6,986	+31%	+$178K	0.21%	104
2025 Q4	$568K	Buy	+22,330	New	+$569K	0.17%	104

Other funds holding IBDT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Accretive Wealth Partners's IBDT Position: Q3 2026 in Review

Accretive Wealth Partners reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.6% in Q3 2026, selling an estimated $4.4K and leaving 28,886 shares worth $721K. The position accounts for 0.15% of the portfolio, ranked #101.

Accretive Wealth Partners first reported a position in IBDT in Q4 2025 and has held it in 4 quarters since. The position peaked at $743K in Q1 2026. 368 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Accretive Wealth Partners held 28,886 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $721K as of Q3 2026.
Accretive Wealth Partners sold 175 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $4.4K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.15% of Accretive Wealth Partners's portfolio in Q3 2026, its #101 holding.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
Accretive Wealth Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $743K in Q1 2026.
368 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.