Accretive Wealth Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
146,699
+9,467
| +7% | +$212K | 1.08% | 21 |
|
|
2025
Q1 | $3.06M | Buy |
137,232
+29,052
| +27% | +$647K | 1.08% | 23 |
|
|
2024
Q4 | $2.37M | Buy |
108,180
+1,368
| +1% | +$30K | 1.01% | 22 |
|
|
2024
Q3 | $2.4M | Buy |
106,812
+1,868
| +2% | +$42K | 1.01% | 28 |
|
|
2024
Q2 | $2.29M | Buy |
104,944
+1,342
| +1% | +$29.3K | 0.96% | 29 |
|
|
2024
Q1 | $2.24M | Buy |
103,602
+7,172
| +7% | +$155K | 0.99% | 25 |
|
|
2023
Q4 | $2.14M | Buy |
+96,430
| New | +$2.14M | 1.03% | 24 |
|