Accretive Wealth Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-9,424	Closed	-$241K	–	182
2026 Q2	$241K	Sell	9,424 -1,184	-11%	-$30.2K	0.06%	159
2026 Q1	$271K	Buy	10,608 +2,716	+34%	+$69.7K	0.08%	150
2025 Q4	$202K	Sell	7,892 -487	-6%	-$12.4K	0.06%	151
2025 Q3	$215K	Buy	8,379 +105	+1%	+$2.69K	0.07%	142
2025 Q2	$210K	Buy	+8,274	New	+$208K	0.07%	140

Other funds holding IBMQ

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

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

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

CIA

Covington Investment Advisors Ligonier, Pennsylvania $799M AUM 27.46% 1-Year Est. Return

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

Accretive Wealth Partners sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026, closing a stake of 9,424 shares — an estimated $241K sold.

Accretive Wealth Partners first reported a position in IBMQ in Q2 2025 and held it in 5 quarters. The position peaked at $271K in Q1 2026. 188 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Accretive Wealth Partners reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Accretive Wealth Partners sold 9,424 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $241K.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and held it in 5 quarters.
Accretive Wealth Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $271K in Q1 2026.
188 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

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