Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Accretive Wealth Partners, LLC

$312 Million
Q3 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 143,482 shares of IBTG stock, worth $3.29 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

143,482

Previous 140,504 2.12%

Holding current value

$3.29 Million

Previous $3.22 Million 2.2%

% of portfolio

1.06%

Previous 1.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$22.84 - $22.95 $68,017 - $68,345	2,978 Added 2.12%	143,482 $3.29 Million
Q2 2025 Jul 29, 2025	BUY	$22.81 - $22.97 $209,669 - $211,140	9,192 Added 7.0%	140,504 $3.22 Million
Q1 2025 May 07, 2025	BUY	$22.77 - $22.94 $635,283 - $640,026	27,900 Added 26.98%	131,312 $3.01 Million
Q4 2024 Jan 30, 2025	BUY	$22.72 - $23.0 $21,970 - $22,241	967 Added 0.94%	103,412 $2.36 Million
Q3 2024 Nov 12, 2024	BUY	$22.55 - $23.1 $42,078 - $43,104	1,866 Added 1.86%	102,445 $2.36 Million

Q2 2024 Aug 05, 2024	BUY	$22.46 - $22.66 $29,175 - $29,435	1,299 Added 1.31%	100,579 $2.28 Million
Q1 2024 May 06, 2024	BUY	$22.62 - $22.94 $160,873 - $163,149	7,112 Added 7.72%	99,280 $2.25 Million
Q4 2023 Feb 06, 2024	BUY	$22.32 - $22.86 $2.06 Million - $2.11 Million	92,168 New	92,168 $2.11 Million

Others Institutions Holding IBTG

# of Institutions

312

Shares Held

78.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History