Accretive Wealth Partners
IBDY icon

Accretive Wealth Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Accretive Wealth Partners’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,387
Closed -$267K – 179
2026
Q2 		$267K Hold
10,387
– – 0.07% 151
2026
Q1 		$269K Sell
10,387
-1,000
-9% -$26.1K 0.08% 152
2025
Q4 		$298K Hold
11,387
– – 0.09% 127
2025
Q3 		$299K Hold
11,387
– – 0.09% 126
2025
Q2 		$295K Buy
+11,387
New +$289K 0.1% 123

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Arrow Financial
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CL
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Accretive Wealth Partners's IBDY Position: Q3 2026 in Review

Accretive Wealth Partners sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q3 2026, closing a stake of 10,387 shares — an estimated $267K sold.

Accretive Wealth Partners first reported a position in IBDY in Q2 2025 and held it in 5 quarters. The position peaked at $299K in Q3 2025. 106 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Accretive Wealth Partners reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • Accretive Wealth Partners sold 10,387 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $267K.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and held it in 5 quarters.
  • Accretive Wealth Partners's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $299K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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