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Ishares Ibonds Dec 2024 Term T shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 128k 23.88
2023-12-31 $2.4M 101k 23.86
2023-09-30 $343k 14k 23.84
2023-06-30 $343k 14k 23.80
2023-03-31 $346k 14k 24.01

More positions owned by Accretive Wealth Partners

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Marathon Petroleum Corp (MPC)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Accretive Wealth Partners

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
Hills Bank And Trust Company
InterOcean Capital Group
Goss Wealth Management
Capital Investment Advisors
Royal Bank of Canada
First Western Trust Bank
CliftonLarsonAllen Wealth Advisors
Northwestern Mutual Wealth Management Company
Ambassador Advisors

View all funds holding Ishares Ibonds Dec 2024 Term T