Accretive Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 23,876 shares of IBDQ stock, worth $598,332. This represents 0.26% of its overall portfolio holdings.
Number of Shares
23,876
Previous 18,646
28.05%
Holding current value
$598,332
Previous $463,000
29.37%
% of portfolio
0.26%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IBDQ
# of Institutions
396Shares Held
82.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.3 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.2 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.5 Million0.12% of portfolio