Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 148,116 shares of IBTH stock, worth $3.33 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

148,116

Previous 144,978 2.16%

Holding current value

$3.33 Million

Previous $3.26 Million 2.3%

% of portfolio

1.07%

Previous 1.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$22.36 - $22.52 $70,165 - $70,667	3,138 Added 2.16%	148,116 $3.34 Million
Q2 2025 Jul 29, 2025	BUY	$22.3 - $22.57 $209,419 - $211,954	9,391 Added 6.93%	144,978 $3.26 Million
Q1 2025 May 07, 2025	BUY	$22.11 - $22.43 $636,569 - $645,782	28,791 Added 26.96%	135,587 $3.04 Million
Q4 2024 Jan 30, 2025	BUY	$22.1 - $22.59 $30,674 - $31,354	1,388 Added 1.32%	106,796 $2.37 Million
Q3 2024 Nov 12, 2024	BUY	$21.96 - $22.69 $41,153 - $42,521	1,874 Added 1.81%	105,408 $2.39 Million

Q2 2024 Aug 05, 2024	BUY	$21.83 - $22.09 $29,055 - $29,401	1,331 Added 1.3%	103,534 $2.29 Million
Q1 2024 May 06, 2024	BUY	$22.05 - $22.46 $159,487 - $162,453	7,233 Added 7.62%	102,203 $2.26 Million
Q4 2023 Feb 06, 2024	BUY	$21.61 - $22.41 $2.05 Million - $2.13 Million	94,970 New	94,970 $2.13 Million

Others Institutions Holding IBTH

# of Institutions

287

Shares Held

60.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History