Accretive Wealth Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
163,473
+7,500
| +5% | +$149K | 1.06% | 24 |
|
|
2025
Q1 | $3.07M | Buy |
155,973
+32,693
| +27% | +$643K | 1.08% | 19 |
|
|
2024
Q4 | $2.37M | Buy |
123,280
+1,496
| +1% | +$28.7K | 1% | 24 |
|
|
2024
Q3 | $2.44M | Buy |
121,784
+2,055
| +2% | +$41.2K | 1.02% | 25 |
|
|
2024
Q2 | $2.31M | Buy |
119,729
+1,505
| +1% | +$29K | 0.97% | 26 |
|
|
2024
Q1 | $2.25M | Buy |
118,224
+7,962
| +7% | +$152K | 1% | 22 |
|
|
2023
Q4 | $2.17M | Buy |
+110,262
| New | +$2.17M | 1.04% | 21 |
|