Accretive Wealth Partners »

Ishares Tr ibnd dec25 etf shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $599k 24k 25.10
2024-06-30 $464k 19k 24.86
2024-03-31 $411k 17k 24.74

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)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Sp Smcp600vl Etf (IJS)
Apple (AAPL)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Fair Isaac Corporation (FICO)
Progressive Corporation (PGR)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Accretive Wealth Partners

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Sound View Wealth Advisors Group
Raymond James Financial Services Advisors
Goss Wealth Management
Wells Fargo & Company
Royal Bank of Canada
Us Bancorp
Stifel Financial
Gratus Wealth Advisors
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf