Accretive Wealth Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
147,476
+6,791
| +5% | +$149K | 1.06% | 25 |
|
|
2025
Q1 | $3.06M | Buy |
140,685
+29,729
| +27% | +$647K | 1.08% | 22 |
|
|
2024
Q4 | $2.37M | Buy |
110,956
+1,392
| +1% | +$29.7K | 1% | 23 |
|
|
2024
Q3 | $2.42M | Buy |
109,564
+1,886
| +2% | +$41.7K | 1.01% | 26 |
|
|
2024
Q2 | $2.3M | Buy |
107,678
+1,362
| +1% | +$29.1K | 0.96% | 27 |
|
|
2024
Q1 | $2.25M | Buy |
106,316
+7,220
| +7% | +$153K | 1% | 23 |
|
|
2023
Q4 | $2.16M | Buy |
+99,096
| New | +$2.16M | 1.04% | 23 |
|