AWP
IBTD

Accretive Wealth Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Accretive Wealth Partners’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,424
Closed -$308K – 134
2023
Q3 		$308K Hold
12,424
– – 0.18% 105
2023
Q2 		$308K Hold
12,424
– – 0.18% 102
2023
Q1 		$308K Buy
+12,424
New +$307K 0.2% 103

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accretive Wealth Partners's IBTD Position: Q4 2023 in Review

Accretive Wealth Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 12,424 shares — an estimated $308K sold.

Accretive Wealth Partners first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $308K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Accretive Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Accretive Wealth Partners sold 12,424 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $308K.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Accretive Wealth Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $308K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Accretive Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.