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 Q2	$4.15M	Buy	182,878 +35,116	+24%	+$799K	1.01%	24
2026 Q1	$3.39M	Sell	147,762 -712	-0.5%	-$16.4K	0.95%	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

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Accretive Wealth Partners increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 24% in Q2 2026, buying an estimated $799K and bringing the position to 182,878 shares worth $4.15M. The position accounts for 1.01% of the portfolio, ranked #24.

Accretive Wealth Partners first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Accretive Wealth Partners held 182,878 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4.15M as of Q2 2026.
Accretive Wealth Partners bought 35,116 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $799K.
iShares iBonds Dec 2032 Term Treasury ETF made up 1.01% of Accretive Wealth Partners's portfolio in Q2 2026, its #24 holding.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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