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Accretive Wealth Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Accretive Wealth Partners’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14M Buy
171,564
+33,033
+24% +$798K 1.01% 26
2026
Q1 		$3.38M Sell
138,531
-499
-0.4% -$12.3K 0.95% 27
2025
Q4 		$3.41M Buy
139,030
+4,115
+3% +$102K 1.01% 25
2025
Q3 		$3.33M Buy
134,915
+3,120
+2% +$76.3K 1.01% 24
2025
Q2 		$3.23M Buy
131,795
+5,883
+5% +$142K 1.06% 26
2025
Q1 		$3.05M Buy
125,912
+26,675
+27% +$638K 1.08% 24
2024
Q4 		$2.34M Buy
99,237
+1,353
+1% +$32.7K 1% 29
2024
Q3 		$2.46M Buy
97,884
+1,625
+2% +$40.2K 1.03% 22
2024
Q2 		$2.31M Buy
96,259
+1,203
+1% +$28.6K 0.97% 25
2024
Q1 		$2.25M Buy
95,056
+6,307
+7% +$154K 1% 24
2023
Q4 		$2.2M Buy
+88,749
New +$2.11M 1.06% 18

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Accretive Wealth Partners increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 24% in Q2 2026, buying an estimated $798K and bringing the position to 171,564 shares worth $4.14M. The position accounts for 1.01% of the portfolio, ranked #26.

Accretive Wealth Partners first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Accretive Wealth Partners held 171,564 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $4.14M as of Q2 2026.
  • Accretive Wealth Partners bought 33,033 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $798K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 1.01% of Accretive Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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