Precedent Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Precedent Wealth Partners’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-86,121	Closed	-$2.17M	–	176
2025 Q3	$2.17M	Sell	86,121 -15,389	-15%	-$387K	0.48%	63
2025 Q2	$2.56M	Sell	101,510 -988	-1%	-$24.8K	0.63%	50
2025 Q1	$2.58M	Sell	102,498 -13,571	-12%	-$341K	0.72%	41
2024 Q4	$2.91M	Sell	116,069 -8,844	-7%	-$222K	0.95%	31
2024 Q3	$3.14M	Buy	124,913 +15,085	+14%	+$376K	1.03%	27
2024 Q2	$2.73M	Buy	109,828 +14,896	+16%	+$369K	1.1%	21
2024 Q1	$2.36M	Buy	94,932 +11,179	+13%	+$277K	1.01%	24
2023 Q4	$2.07M	Buy	+83,753	New	+$2.05M	1.05%	20

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Precedent Wealth Partners's IBDQ Position: Q4 2025 in Review

Precedent Wealth Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 86,121 shares — an estimated $2.17M sold.

Precedent Wealth Partners first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $3.14M in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Precedent Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Precedent Wealth Partners sold 86,121 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.17M.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Precedent Wealth Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.14M in Q3 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Precedent Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.