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 Shares
Change % 		Capital Flow 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 +$308K 0.2% 103