Accretive Wealth Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Accretive Wealth Partners’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.31M	Buy
2025 Q2	$3.23M	Buy
2025 Q1	$3.06M	Buy
2024 Q4	$2.37M	Buy
2024 Q3	$2.42M	Buy
2024 Q2	$2.3M	Buy
2024 Q1	$2.25M	Buy
2023 Q4	$2.16M	Buy