Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Accretive Wealth Partners, LLC

  • $317 Million
  • Q4 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 7,892 shares of IBMQ stock, worth $201,246. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,892
Previous 8,379 5.81%
Holding current value
$201,246
Previous $214,000 6.07%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
SELL
$25.48 - $25.62 $12,408 - $12,476
-487 Reduced 5.81%
7,892 $201,000
Q3 2025

Nov 07, 2025
BUY
$25.37 - $25.79 $2,663 - $2,707
105 Added 1.27%
8,379 $214,000
Q2 2025

Jul 29, 2025
BUY
$24.88 - $25.41 $205,857 - $210,242
8,274 New
8,274 $210,000

Others Institutions Holding IBMQ

# of Institutions
184
Shares Held
18.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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