Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Tre 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 Tre stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 150,707 shares of IBTJ stock, worth $3.31 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

150,707

Previous 147,476 2.19%

Holding current value

$3.31 Million

Previous $3.23 Million 2.38%

% of portfolio

1.06%

Previous 1.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$21.68 - $22.04 $70,048 - $71,211	3,231 Added 2.19%	150,707 $3.31 Million
Q2 2025 Jul 29, 2025	BUY	$21.57 - $21.99 $146,481 - $149,334	6,791 Added 4.83%	147,476 $3.23 Million
Q1 2025 May 07, 2025	BUY	$21.16 - $21.77 $629,065 - $647,200	29,729 Added 26.79%	140,685 $3.06 Million
Q4 2024 Jan 30, 2025	BUY	$21.25 - $22.07 $29,580 - $30,721	1,392 Added 1.27%	110,956 $2.37 Million
Q3 2024 Nov 12, 2024	BUY	$21.22 - $22.22 $40,020 - $41,906	1,886 Added 1.75%	109,564 $2.42 Million

Q2 2024 Aug 05, 2024	BUY	$21.0 - $21.44 $28,602 - $29,201	1,362 Added 1.28%	107,678 $2.3 Million
Q1 2024 May 06, 2024	BUY	$21.33 - $21.86 $154,002 - $157,829	7,220 Added 7.29%	106,316 $2.29 Million
Q4 2023 Feb 06, 2024	BUY	$20.61 - $21.84 $2.04 Million - $2.16 Million	99,096 New	99,096 $2.16 Million

Others Institutions Holding IBTJ

# of Institutions

187

Shares Held

28.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History