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Accretive Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Accretive Wealth Partners’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$291K Buy
13,894
+1,629
+13% +$34.4K 0.08% 144
2025
Q4 		$259K Hold
12,265
– – 0.08% 138
2025
Q3 		$260K Buy
12,265
+2,632
+27% +$55.4K 0.08% 134
2025
Q2 		$203K Buy
+9,633
New +$199K 0.07% 146

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accretive Wealth Partners's IBDW Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 13% in Q1 2026, buying an estimated $34.4K and bringing the position to 13,894 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #144.

Accretive Wealth Partners first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Accretive Wealth Partners held 13,894 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $291K as of Q1 2026.
  • Accretive Wealth Partners bought 1,629 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $34.4K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.08% of Accretive Wealth Partners's portfolio in Q1 2026, its #144 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.