Accretive Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History

Accretive Wealth Partners, LLC

  • $312 Million
  • Q3 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,296 shares of IBMO stock, worth $212,460. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,296
Previous 8,196 1.22%
Holding current value
$212,460
Previous $209,000 1.44%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$25.58 - $25.72 $2,558 - $2,572
100 Added 1.22%
8,296 $212,000
Q2 2025

Jul 29, 2025
BUY
$25.32 - $25.63 $207,522 - $210,063
8,196 New
8,196 $209,000

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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