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 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

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return