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Accretive Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Accretive Wealth Partners’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Buy
183,636
+30,392
+20% +$695K 1.02% 23
2026
Q1 		$3.51M Buy
153,244
+5,014
+3% +$115K 0.99% 25
2025
Q4 		$3.39M Buy
148,230
+4,748
+3% +$109K 1.01% 27
2025
Q3 		$3.29M Buy
143,482
+2,978
+2% +$68.2K 1% 27
2025
Q2 		$3.22M Buy
140,504
+9,192
+7% +$210K 1.06% 27
2025
Q1 		$3M Buy
131,312
+27,900
+27% +$637K 1.06% 26
2024
Q4 		$2.36M Buy
103,412
+967
+0.9% +$22.1K 1% 27
2024
Q3 		$2.36M Buy
102,445
+1,866
+2% +$42.7K 0.99% 30
2024
Q2 		$2.28M Buy
100,579
+1,299
+1% +$29.3K 0.95% 31
2024
Q1 		$2.24M Buy
99,280
+7,112
+8% +$162K 0.99% 27
2023
Q4 		$2.11M Buy
+92,168
New +$2.08M 1.01% 26

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Accretive Wealth Partners increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 20% in Q2 2026, buying an estimated $695K and bringing the position to 183,636 shares worth $4.2M. The position accounts for 1.02% of the portfolio, ranked #23.

Accretive Wealth Partners first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Accretive Wealth Partners held 183,636 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.2M as of Q2 2026.
  • Accretive Wealth Partners bought 30,392 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $695K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 1.02% of Accretive Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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