Accretive Wealth Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
131,795
+5,883
| +5% | +$144K | 1.06% | 26 |
|
|
2025
Q1 | $3.05M | Buy |
125,912
+26,675
| +27% | +$647K | 1.08% | 24 |
|
|
2024
Q4 | $2.34M | Buy |
99,237
+1,353
| +1% | +$32K | 1% | 29 |
|
|
2024
Q3 | $2.46M | Buy |
97,884
+1,625
| +2% | +$40.8K | 1.03% | 22 |
|
|
2024
Q2 | $2.31M | Buy |
96,259
+1,203
| +1% | +$28.9K | 0.97% | 25 |
|
|
2024
Q1 | $2.25M | Buy |
95,056
+6,307
| +7% | +$149K | 1% | 24 |
|
|
2023
Q4 | $2.2M | Buy |
+88,749
| New | +$2.2M | 1.06% | 18 |
|