Accretive Wealth Partners, LLC
Position in IBTO — iShares iBonds Dec 2033 Term Treasury ETF
CIK 1844444
PARSIPPANY, NJ
All Filings in IBTO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTO | $3,378,771 | 138,531 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 IBTO | $3,413,881 | 139,030 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 IBTO | $3,325,654 | 134,915 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 IBTO | $3,230,295 | 131,795 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 IBTO | $3,072,252 | 125,912 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 IBTO | $2,344,970 | 99,237 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 IBTO | $2,457,769 | 97,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBTO | $2,310,119 | 96,259 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 IBTO | $2,308,910 | 95,056 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 IBTO | $2,204,525 | 88,749 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||