Accretive Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Accretive Wealth Partners, LLC
- $236 Million
- Q2 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 18,646 shares of IBDQ stock, worth $468,201. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,646
Previous 16,630
12.12%
Holding current value
$468,201
Previous $412,000
12.38%
% of portfolio
0.2%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.9 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$76.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.3 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$59 Million0.15% of portfolio