Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Accretive Wealth Partners, LLC
- $312 Million
- Q3 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,654 shares of IBDU stock, worth $202,157. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,654
Previous 8,654
-0.0%
Holding current value
$202,157
Previous $201,000
1.0%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio