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Ishares Ibonds Dec 2028 Term T shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 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 2028 Term T by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 150k 22.39
2025-06-30 $3.3M 147k 22.36
2025-03-31 $3.1M 137k 22.27
2024-12-31 $2.4M 108k 21.90
2024-09-30 $2.4M 107k 22.51
2024-06-30 $2.3M 105k 21.83
2024-03-31 $2.2M 104k 21.65
2023-12-31 $2.1M 96k 22.22

More positions owned by Accretive Wealth Partners

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

View all positions for Accretive Wealth Partners

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T