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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

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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
2024-03-31 $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)
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 2033 Term Treasury ETF

Federation des caisses Desjardins du Quebec
Union Bankshares
Krilogy Financial
UBS Group
Wells Fargo & Company
Honkamp Krueger Financial Services
Goldman Sachs Group
Raymond James & Associates
Accretive Wealth Partners
Probity Advisors
Snowden Capital Advisors
Stifel Financial
Exchange Capital Management
American National Bank and Trust Company
Envestnet Asset Management

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF