Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 27,218 shares of IBTF stock, worth $634,179. This represents 0.2% of its overall portfolio holdings.

Number of Shares

27,218

Previous 158,534 82.83%

Holding current value

$634,179

Previous $3.7 Million 82.82%

% of portfolio

0.2%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$23.29 - $23.38 $3.06 Million - $3.07 Million	-131,316 Reduced 82.83%	27,218 $636,000
Q2 2025 Jul 29, 2025	BUY	$23.29 - $23.38 $210,984 - $211,799	9,059 Added 6.06%	158,534 $3.7 Million
Q1 2025 May 07, 2025	BUY	$23.29 - $23.38 $606,657 - $609,002	26,048 Added 21.1%	149,475 $3.49 Million
Q4 2024 Jan 30, 2025	BUY	$23.25 - $23.37 $472,091 - $474,527	20,305 Added 19.69%	123,427 $2.88 Million
Q3 2024 Nov 12, 2024	BUY	$23.13 - $23.43 $42,975 - $43,532	1,858 Added 1.83%	103,122 $2.42 Million
Q2 2024 Aug 05, 2024	BUY	$23.1 - $23.22 $29,267 - $29,419	1,267 Added 1.27%	101,264 $2.35 Million
Q1 2024 May 06, 2024	BUY	$23.16 - $23.36 $162,189 - $163,590	7,003 Added 7.53%	99,997 $2.32 Million
Q4 2023 Feb 06, 2024	BUY	$22.97 - $23.28 $2.14 Million - $2.16 Million	92,994 New	92,994 $2.16 Million

Others Institutions Holding IBTF

# of Institutions

334

Shares Held

70.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History