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 $601,989. This represents 0.26% of its overall portfolio holdings.
Number of Shares
23,955
Previous 23,876
0.33%
Holding current value
$601,989
Previous $599,000
0.17%
% of portfolio
0.26%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
420Shares Held
94.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.5 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio