Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 144,105 shares of IBTM stock, worth $3.33 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

144,105

Previous 140,840 2.32%

Holding current value

$3.33 Million

Previous $3.24 Million 2.78%

% of portfolio

1.07%

Previous 1.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$22.63 - $23.3 $73,886 - $76,074	3,265 Added 2.32%	144,105 $3.33 Million
Q2 2025 Jul 29, 2025	BUY	$22.46 - $23.12 $140,509 - $144,638	6,256 Added 4.65%	140,840 $3.24 Million
Q1 2025 May 07, 2025	BUY	$21.92 - $22.89 $620,884 - $648,359	28,325 Added 26.66%	134,584 $3.08 Million
Q4 2024 Jan 30, 2025	BUY	$22.12 - $23.49 $30,746 - $32,651	1,390 Added 1.33%	106,259 $2.36 Million
Q3 2024 Nov 12, 2024	BUY	$22.2 - $23.71 $38,561 - $41,184	1,737 Added 1.68%	104,869 $2.46 Million

Q2 2024 Aug 05, 2024	BUY	$21.86 - $22.64 $28,046 - $29,047	1,283 Added 1.26%	103,132 $2.31 Million
Q1 2024 May 06, 2024	BUY	$22.42 - $23.2 $151,604 - $156,878	6,762 Added 7.11%	101,849 $2.31 Million
Q4 2023 Feb 06, 2024	BUY	$21.34 - $23.25 $2.03 Million - $2.21 Million	95,087 New	95,087 $2.2 Million

Others Institutions Holding IBTM

# of Institutions

100

Shares Held

12.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

More about IBTM

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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History