Accretive Wealth Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
140,840
+6,256
| +5% | +$144K | 1.06% | 23 |
|
|
2025
Q1 | $3.07M | Buy |
134,584
+28,325
| +27% | +$646K | 1.08% | 21 |
|
|
2024
Q4 | $2.36M | Buy |
106,259
+1,390
| +1% | +$30.9K | 1% | 26 |
|
|
2024
Q3 | $2.46M | Buy |
104,869
+1,737
| +2% | +$40.8K | 1.03% | 21 |
|
|
2024
Q2 | $2.31M | Buy |
103,132
+1,283
| +1% | +$28.8K | 0.97% | 23 |
|
|
2024
Q1 | $2.26M | Buy |
101,849
+6,762
| +7% | +$150K | 1% | 20 |
|
|
2023
Q4 | $2.2M | Buy |
+95,087
| New | +$2.2M | 1.06% | 19 |
|