Accretive Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
144,978
+9,391
| +7% | +$211K | 1.07% | 22 |
|
|
2025
Q1 | $3.04M | Buy |
135,587
+28,791
| +27% | +$645K | 1.07% | 25 |
|
|
2024
Q4 | $2.37M | Buy |
106,796
+1,388
| +1% | +$30.8K | 1.01% | 21 |
|
|
2024
Q3 | $2.39M | Buy |
105,408
+1,874
| +2% | +$42.4K | 1% | 29 |
|
|
2024
Q2 | $2.29M | Buy |
103,534
+1,331
| +1% | +$29.4K | 0.96% | 30 |
|
|
2024
Q1 | $2.24M | Buy |
102,203
+7,233
| +8% | +$159K | 0.99% | 26 |
|
|
2023
Q4 | $2.13M | Buy |
+94,970
| New | +$2.13M | 1.02% | 25 |
|