Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 103,122 shares of IBTF stock, worth $2.4 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
103,122
Previous 101,264
1.83%
Holding current value
$2.4 Million
Previous $2.35 Million
2.72%
% of portfolio
1.04%
Previous 1.0%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
280Shares Held
69.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.5 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$84.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$81.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$66.8 Million0.02% of portfolio