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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Accretive Wealth Partners's IBTI Position: Q2 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 22% in Q2 2026, buying an estimated $798K and bringing the position to 198,458 shares worth $4.39M. The position accounts for 1.07% of the portfolio, ranked #18.

Accretive Wealth Partners first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Accretive Wealth Partners held 198,458 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.39M as of Q2 2026.
  • Accretive Wealth Partners bought 35,979 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $798K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 1.07% of Accretive Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.