AWP
IBTP

Accretive Wealth Partners’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Accretive Wealth Partners’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.29M Sell
128,199
-446
-0.3% -$11.5K 0.93% 30
2025
Q4 		$3.32M Buy
128,645
+4,146
+3% +$108K 0.99% 29
2025
Q3 		$3.23M Buy
124,499
+3,103
+3% +$79.6K 0.98% 28
2025
Q2 		$3.12M Buy
121,396
+5,602
+5% +$142K 1.02% 28
2025
Q1 		$2.95M Buy
115,794
+26,022
+29% +$654K 1.04% 28
2024
Q4 		$2.23M Buy
89,772
+1,614
+2% +$41K 0.95% 34
2024
Q3 		$2.33M Buy
+88,158
New +$2.29M 0.97% 32

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return