Accretive Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
140,504
+9,192
| +7% | +$211K | 1.06% | 27 |
|
|
2025
Q1 | $3M | Buy |
131,312
+27,900
| +27% | +$638K | 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% | +$43K | 0.99% | 30 |
|
|
2024
Q2 | $2.28M | Buy |
100,579
+1,299
| +1% | +$29.4K | 0.95% | 31 |
|
|
2024
Q1 | $2.24M | Buy |
99,280
+7,112
| +8% | +$160K | 0.99% | 27 |
|
|
2023
Q4 | $2.11M | Buy |
+92,168
| New | +$2.11M | 1.01% | 26 |
|