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
2025 Q3	$3.33M	Buy
2025 Q2	$3.23M	Buy
2025 Q1	$3.05M	Buy
2024 Q4	$2.34M	Buy
2024 Q3	$2.46M	Buy
2024 Q2	$2.31M	Buy
2024 Q1	$2.25M	Buy
2023 Q4	$2.2M	Buy