Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 167,055 shares of IBTK stock, worth $3.31 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

167,055

Previous 163,473 2.19%

Holding current value

$3.31 Million

Previous $3.24 Million 2.41%

% of portfolio

1.07%

Previous 1.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$19.57 - $19.98 $70,099 - $71,568	3,582 Added 2.19%	167,055 $3.32 Million
Q2 2025 Jul 29, 2025	BUY	$19.44 - $19.88 $145,800 - $149,100	7,500 Added 4.81%	163,473 $3.24 Million
Q1 2025 May 07, 2025	BUY	$19.0 - $19.66 $621,167 - $642,744	32,693 Added 26.52%	155,973 $3.07 Million
Q4 2024 Jan 30, 2025	BUY	$19.11 - $20.04 $28,588 - $29,979	1,496 Added 1.23%	123,280 $2.37 Million
Q3 2024 Nov 12, 2024	BUY	$19.11 - $20.18 $39,271 - $41,469	2,055 Added 1.72%	121,784 $2.44 Million

Q2 2024 Aug 05, 2024	BUY	$18.86 - $19.38 $28,384 - $29,166	1,505 Added 1.27%	119,729 $2.31 Million
Q1 2024 May 06, 2024	BUY	$19.22 - $19.78 $153,029 - $157,488	7,962 Added 7.22%	118,224 $2.3 Million
Q4 2023 Feb 06, 2024	BUY	$18.46 - $19.79 $2.04 Million - $2.18 Million	110,262 New	110,262 $2.17 Million

Others Institutions Holding IBTK

# of Institutions

156

Shares Held

23.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History