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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
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

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Accretive Wealth Partners reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 11% in Q2 2026, selling an estimated $30.2K and leaving 9,424 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #159.

Accretive Wealth Partners first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $271K in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Accretive Wealth Partners held 9,424 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $241K as of Q2 2026.
  • Accretive Wealth Partners sold 1,184 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $30.2K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.06% of Accretive Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Accretive Wealth Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $271K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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