Accretive Wealth Partners
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Accretive Wealth Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Accretive Wealth Partners’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.38M Buy
245,711
+47,253
+24% +$1.04M 1.15% 20
2026
Q2 		$4.39M Buy
198,458
+35,979
+22% +$798K 1.07% 18
2026
Q1 		$3.62M Buy
162,479
+7,771
+5% +$174K 1.02% 22
2025
Q4 		$3.46M Buy
154,708
+4,315
+3% +$96.6K 1.03% 20
2025
Q3 		$3.37M Buy
150,393
+3,694
+3% +$82.4K 1.03% 21
2025
Q2 		$3.28M Buy
146,699
+9,467
+7% +$210K 1.08% 21
2025
Q1 		$3.06M Buy
137,232
+29,052
+27% +$640K 1.08% 23
2024
Q4 		$2.37M Buy
108,180
+1,368
+1% +$30.2K 1.01% 22
2024
Q3 		$2.4M Buy
106,812
+1,868
+2% +$41.6K 1.01% 28
2024
Q2 		$2.29M Buy
104,944
+1,342
+1% +$29.1K 0.96% 29
2024
Q1 		$2.24M Buy
103,602
+7,172
+7% +$158K 0.99% 25
2023
Q4 		$2.14M Buy
+96,430
New +$2.09M 1.03% 24

Other funds holding IBTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Accretive Wealth Partners's IBTI Position: Q3 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 24% in Q3 2026, buying an estimated $1.04M and bringing the position to 245,711 shares worth $5.38M. The position accounts for 1.15% of the portfolio, ranked #20.

Accretive Wealth Partners first reported a position in IBTI in Q4 2023 and has held it in 12 quarters since. 189 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Accretive Wealth Partners held 245,711 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $5.38M as of Q3 2026.
  • Accretive Wealth Partners bought 47,253 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $1.04M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 1.15% of Accretive Wealth Partners's portfolio in Q3 2026, its #20 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.