Accretive Wealth Partners »

iShares iBonds Dec 2033 Term Treasury ETF shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury 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 iBonds Dec 2033 Term Treasury ETF by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 98k 25.11
2024-06-30 $2.3M 96k 24.00
2024-03-31 $2.3M 95k 23.68
2023-12-31 $2.2M 89k 24.84

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 iBonds Dec 2033 Term Treasury ETF

Federation des caisses Desjardins du Quebec
Golub Group
Union Bankshares
Krilogy Financial
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Estate Counselors
Goldman Sachs Group
Raymond James & Associates
Probity Advisors
Accretive Wealth Partners
Honkamp Krueger Financial Services
HighTower Advisors
Jane Street

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF