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 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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

CIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accretive Wealth Partners's IBTO Position: Q1 2026 in Review

Accretive Wealth Partners reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.36% in Q1 2026, selling an estimated $12.3K and leaving 138,531 shares worth $3.38M. The position accounts for 0.95% of the portfolio, ranked #27.

Accretive Wealth Partners first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.41M in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Accretive Wealth Partners held 138,531 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $3.38M as of Q1 2026.
Accretive Wealth Partners sold 499 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $12.3K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.95% of Accretive Wealth Partners's portfolio in Q1 2026, its #27 holding.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Accretive Wealth Partners's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $3.41M in Q4 2025.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.