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
Q2 		$4.05M Buy
159,662
+31,463
+25% +$800K 0.98% 28
2026
Q1 		$3.29M Sell
128,199
-446
-0.3% -$11.5K 0.92% 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 $5.99B AUM 23.66% 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 $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Accretive Wealth Partners's IBTP Position: Q2 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 25% in Q2 2026, buying an estimated $800K and bringing the position to 159,662 shares worth $4.05M. The position accounts for 0.98% of the portfolio, ranked #28.

Accretive Wealth Partners first reported a position in IBTP in Q3 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Accretive Wealth Partners held 159,662 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $4.05M as of Q2 2026.
  • Accretive Wealth Partners bought 31,463 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $800K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.98% of Accretive Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.