AWP
IBTQ

Accretive Wealth Partners’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Accretive Wealth Partners’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96M Buy
157,881
+31,911
+25% +$800K 0.96% 29
2026
Q1 		$3.19M Sell
125,970
-730
-0.6% -$18.6K 0.9% 31
2025
Q4 		$3.23M Buy
126,700
+4,730
+4% +$121K 0.96% 30
2025
Q3 		$3.11M Buy
+121,970
New +$3.08M 0.95% 30

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Accretive Wealth Partners increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 25% in Q2 2026, buying an estimated $800K and bringing the position to 157,881 shares worth $3.96M. The position accounts for 0.96% of the portfolio, ranked #29.

Accretive Wealth Partners first reported a position in IBTQ in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Accretive Wealth Partners held 157,881 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $3.96M as of Q2 2026.
  • Accretive Wealth Partners bought 31,911 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $800K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.96% of Accretive Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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