AWP
IBTF

Accretive Wealth Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Accretive Wealth Partners’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,218
Closed -$636K – 158
2025
Q3 		$636K Sell
27,218
-131,316
-83% -$3.06M 0.19% 100
2025
Q2 		$3.7M Buy
158,534
+9,059
+6% +$211K 1.21% 16
2025
Q1 		$3.48M Buy
149,475
+26,048
+21% +$608K 1.23% 14
2024
Q4 		$2.88M Buy
123,427
+20,305
+20% +$474K 1.22% 18
2024
Q3 		$2.42M Buy
103,122
+1,858
+2% +$43.3K 1.01% 27
2024
Q2 		$2.35M Buy
101,264
+1,267
+1% +$29.3K 0.98% 22
2024
Q1 		$2.31M Buy
99,997
+7,003
+8% +$163K 1.02% 19
2023
Q4 		$2.16M Buy
+92,994
New +$2.15M 1.04% 22

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Accretive Wealth Partners's IBTF Position: Q4 2025 in Review

Accretive Wealth Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 27,218 shares — an estimated $636K sold.

Accretive Wealth Partners first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $3.7M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Accretive Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Accretive Wealth Partners sold 27,218 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $636K.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Accretive Wealth Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.7M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Accretive Wealth Partners's 13F filing for Q4 2025, filed 28 Jan 2026.