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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Accretive Wealth Partners's IBTI Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5% in Q1 2026, buying an estimated $174K and bringing the position to 162,479 shares worth $3.62M. The position accounts for 1.02% of the portfolio, ranked #22.

Accretive Wealth Partners first reported a position in IBTI in Q4 2023 and has held it in 10 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Accretive Wealth Partners held 162,479 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.62M as of Q1 2026.
Accretive Wealth Partners bought 7,771 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $174K.
iShares iBonds Dec 2028 Term Treasury ETF made up 1.02% of Accretive Wealth Partners's portfolio in Q1 2026, its #22 holding.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.