PWP
IBDP

Precedent Wealth Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Precedent Wealth Partners’s Portfolio IBDP Stock Details IBDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-83,493
Closed -$2.1M – 151
2024
Q2 		$2.1M Buy
83,493
+9,486
+13% +$238K 0.84% 31
2024
Q1 		$1.85M Buy
74,007
+3,853
+5% +$96.5K 0.8% 29
2023
Q4 		$1.75M Buy
+70,154
New +$1.75M 0.89% 23