Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Accretive Wealth Partners, LLC

$227 Million
Q4 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 108,180 shares of IBTI stock, worth $2.38 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

108,180

Previous 106,812 1.28%

Holding current value

$2.38 Million

Previous $2.4 Million 1.46%

% of portfolio

1.04%

Previous 1.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$21.81 - $22.48 $29,836 - $30,752	1,368 Added 1.28%	108,180 $2.37 Million
Q3 2024 Nov 12, 2024	BUY	$21.7 - $22.6 $40,535 - $42,216	1,868 Added 1.78%	106,812 $2.4 Million
Q2 2024 Aug 05, 2024	BUY	$21.51 - $21.88 $28,866 - $29,362	1,342 Added 1.3%	104,944 $2.29 Million
Q1 2024 May 06, 2024	BUY	$21.79 - $22.29 $156,277 - $159,863	7,172 Added 7.44%	103,602 $2.27 Million
Q4 2023 Feb 06, 2024	BUY	$21.24 - $22.25 $2.05 Million - $2.15 Million	96,430 New	96,430 $2.14 Million

Others Institutions Holding IBTI

# of Institutions

171

Shares Held

32.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History