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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.12M Buy
121,396
+5,602
+5% +$144K 1.02% 28
2025
Q1 		$2.95M Buy
115,794
+26,022
+29% +$662K 1.04% 28
2024
Q4 		$2.23M Buy
89,772
+1,614
+2% +$40.1K 0.95% 34
2024
Q3 		$2.33M Buy
+88,158
New +$2.33M 0.97% 32