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Ishares Ibonds Dec 2027 Term T shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 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 2027 Term T by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 102k 21.94
2023-12-31 $2.1M 95k 22.39

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 2027 Term T

GLOBALT Investments LLC / GA
Goss Wealth Management
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
UBS Group
Commonwealth Equity Services
FinTrust Capital Advisors
TMD Wealth Management
MV Capital Management
Capital Investment Advisors
Envestnet Asset Management
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2027 Term T