Accretive Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 23,955 shares of IBDQ stock, worth $601,030. This represents 0.26% of its overall portfolio holdings.
Number of Shares
23,955
Previous 23,876
0.33%
Holding current value
$601,030
Previous $599,000
0.17%
% of portfolio
0.26%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
410Shares Held
90.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.4 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.3 Million1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.6 Million0.12% of portfolio