Accretive Wealth Partners, LLC
Position in IBTP — iShares iBonds Dec 2034 Term Treasury ETF
CIK 1844444
PARSIPPANY, NJ
All Filings in IBTP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTP | $3,285,740 | 128,199 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 IBTP | $3,320,327 | 128,645 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 IBTP | $3,225,769 | 124,499 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 IBTP | $3,120,605 | 121,396 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 IBTP | $2,972,431 | 115,794 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 IBTP | $2,228,141 | 89,772 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 IBTP | $2,329,046 | 88,158 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||