AWP
IBTL icon

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

Accretive Wealth Partners’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14M Buy
205,085
+39,473
+24% +$799K 1.01% 25
2026
Q1 		$3.38M Sell
165,612
-2,997
-2% -$61.5K 0.95% 28
2025
Q4 		$3.46M Buy
168,609
+4,943
+3% +$102K 1.03% 19
2025
Q3 		$3.37M Buy
163,666
+3,464
+2% +$70.9K 1.03% 20
2025
Q2 		$3.28M Buy
160,202
+9,152
+6% +$185K 1.08% 20
2025
Q1 		$3.07M Buy
151,050
+31,842
+27% +$636K 1.08% 20
2024
Q4 		$2.36M Buy
119,208
+1,491
+1% +$30K 1% 25
2024
Q3 		$2.45M Buy
117,717
+1,975
+2% +$40.6K 1.03% 23
2024
Q2 		$2.31M Buy
115,742
+1,444
+1% +$28.6K 0.97% 24
2024
Q1 		$2.26M Buy
114,298
+7,617
+7% +$154K 1% 21
2023
Q4 		$2.19M Buy
+106,681
New +$2.11M 1.05% 20

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Accretive Wealth Partners's IBTL Position: Q2 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 24% in Q2 2026, buying an estimated $799K and bringing the position to 205,085 shares worth $4.14M. The position accounts for 1.01% of the portfolio, ranked #25.

Accretive Wealth Partners first reported a position in IBTL in Q4 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Accretive Wealth Partners held 205,085 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.14M as of Q2 2026.
  • Accretive Wealth Partners bought 39,473 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $799K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 1.01% of Accretive Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.