Accretive Wealth Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.37M Buy
2025
Q2
$3.28M Buy
2025
Q1
$3.07M Buy
2024
Q4
$2.36M Buy
2024
Q3
$2.45M Buy
2024
Q2
$2.31M Buy
2024
Q1
$2.26M Buy
2023
Q4
$2.19M Buy