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Accretive Wealth Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Accretive Wealth Partners’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.39M Sell
147,762
-712
-0.5% -$16.4K 0.96% 26
2025
Q4 		$3.43M Buy
148,474
+4,369
+3% +$101K 1.02% 22
2025
Q3 		$3.33M Buy
144,105
+3,265
+2% +$75K 1.02% 23
2025
Q2 		$3.24M Buy
140,840
+6,256
+5% +$142K 1.06% 23
2025
Q1 		$3.07M Buy
134,584
+28,325
+27% +$636K 1.08% 21
2024
Q4 		$2.36M Buy
106,259
+1,390
+1% +$31.5K 1% 26
2024
Q3 		$2.46M Buy
104,869
+1,737
+2% +$40.2K 1.03% 21
2024
Q2 		$2.31M Buy
103,132
+1,283
+1% +$28.6K 0.97% 23
2024
Q1 		$2.26M Buy
101,849
+6,762
+7% +$154K 1% 20
2023
Q4 		$2.2M Buy
+95,087
New +$2.11M 1.06% 19

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KF
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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return