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
2026 Q2	$4.37M	Buy	201,935 +36,777	+22%	+$798K	1.06%	19
2026 Q1	$3.61M	Buy	165,158 +10,467	+7%	+$230K	1.01%	23
2025 Q4	$3.39M	Buy	154,691 +3,984	+3%	+$87.6K	1.01%	26
2025 Q3	$3.31M	Buy	150,707 +3,231	+2%	+$70.7K	1.01%	26
2025 Q2	$3.23M	Buy	147,476 +6,791	+5%	+$148K	1.06%	25
2025 Q1	$3.06M	Buy	140,685 +29,729	+27%	+$639K	1.08%	22
2024 Q4	$2.37M	Buy	110,956 +1,392	+1%	+$30K	1%	23
2024 Q3	$2.42M	Buy	109,564 +1,886	+2%	+$41.2K	1.01%	26
2024 Q2	$2.3M	Buy	107,678 +1,362	+1%	+$28.9K	0.96%	27
2024 Q1	$2.25M	Buy	106,316 +7,220	+7%	+$156K	1%	23
2023 Q4	$2.16M	Buy	+99,096	New	+$2.1M	1.04%	23

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Accretive Wealth Partners increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 22% in Q2 2026, buying an estimated $798K and bringing the position to 201,935 shares worth $4.37M. The position accounts for 1.06% of the portfolio, ranked #19.

Accretive Wealth Partners first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Accretive Wealth Partners held 201,935 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $4.37M as of Q2 2026.
Accretive Wealth Partners bought 36,777 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $798K.
iShares iBonds Dec 2029 Term Treasury ETF made up 1.06% of Accretive Wealth Partners's portfolio in Q2 2026, its #19 holding.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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