Accretive Wealth Partners
IBTR icon

Accretive Wealth Partners’s iShares iBonds Dec 2036 Term Treasury ETF IBTR Stock Holding History

Accretive Wealth Partners’s Portfolio IBTR Stock Details IBTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.66M Buy
+241,692
New +$5.88M 1.2% 19

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Accretive Wealth Partners's IBTR Position: Q3 2026 in Review

Accretive Wealth Partners opened a new position in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) in Q3 2026: 241,692 shares worth $5.66M. The stake represents 1.2% of the portfolio and ranks #19 among its holdings.

12 funds tracked by Wall St. Rank hold IBTR as of Q3 2026.

  • Accretive Wealth Partners held 241,692 shares of iShares iBonds Dec 2036 Term Treasury ETF worth $5.66M as of Q3 2026.
  • iShares iBonds Dec 2036 Term Treasury ETF was a new Accretive Wealth Partners position in Q3 2026.
  • iShares iBonds Dec 2036 Term Treasury ETF made up 1.2% of Accretive Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Treasury ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.