Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Accretive Wealth Partners, LLC
- $317 Million
- Q4 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 148,474 shares of IBTM stock, worth $3.43 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
148,474
Previous 144,105
3.03%
Holding current value
$3.43 Million
Previous $3.33 Million
2.97%
% of portfolio
1.08%
Previous 1.07%
Shares
9 transactions
Others Institutions Holding IBTM
# of Institutions
104Shares Held
12MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.68MShares$61.9 Million2.33% of portfolio
-
Ubs Group Ag955KShares$22.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY828KShares$19.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL474KShares$11 Million0.0% of portfolio
-
Janney Montgomery Scott LLC469KShares$10.8 Million0.03% of portfolio