Accretive Wealth Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
160,202
+9,152
| +6% | +$188K | 1.08% | 20 |
|
|
2025
Q1 | $3.07M | Buy |
151,050
+31,842
| +27% | +$647K | 1.08% | 20 |
|
|
2024
Q4 | $2.36M | Buy |
119,208
+1,491
| +1% | +$29.5K | 1% | 25 |
|
|
2024
Q3 | $2.45M | Buy |
117,717
+1,975
| +2% | +$41.1K | 1.03% | 23 |
|
|
2024
Q2 | $2.31M | Buy |
115,742
+1,444
| +1% | +$28.8K | 0.97% | 24 |
|
|
2024
Q1 | $2.26M | Buy |
114,298
+7,617
| +7% | +$150K | 1% | 21 |
|
|
2023
Q4 | $2.19M | Buy |
+106,681
| New | +$2.19M | 1.05% | 20 |
|