Accretive Wealth Partners
IBTJ icon

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
Q3 		$5.33M Buy
251,175
+49,240
+24% +$1.06M 1.14% 22
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

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Accretive Wealth Partners's IBTJ Position: Q3 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 24% in Q3 2026, buying an estimated $1.06M and bringing the position to 251,175 shares worth $5.33M. The position accounts for 1.14% of the portfolio, ranked #22.

Accretive Wealth Partners first reported a position in IBTJ in Q4 2023 and has held it in 12 quarters since. 132 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Accretive Wealth Partners held 251,175 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $5.33M as of Q3 2026.
  • Accretive Wealth Partners bought 49,240 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $1.06M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 1.14% of Accretive Wealth Partners's portfolio in Q3 2026, its #22 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.