Precedent Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.58M	Buy	147,912 +5,174	+4%	+$125K	0.6%	53
2026 Q1	$3.46M	Buy	142,738 +4,155	+3%	+$101K	0.69%	44
2025 Q4	$3.36M	Buy	138,583 +8,550	+7%	+$207K	0.7%	45
2025 Q3	$3.16M	Buy	130,033 +5,280	+4%	+$128K	0.7%	45
2025 Q2	$3.03M	Buy	124,753 +12,770	+11%	+$309K	0.74%	39
2025 Q1	$2.71M	Sell	111,983 -12,316	-10%	-$297K	0.75%	39
2024 Q4	$2.99M	Sell	124,299 -13,707	-10%	-$330K	0.98%	28
2024 Q3	$3.35M	Buy	138,006 +19,645	+17%	+$473K	1.11%	24
2024 Q2	$2.82M	Buy	118,361 +15,700	+15%	+$373K	1.14%	19
2024 Q1	$2.45M	Buy	102,661 +16,909	+20%	+$403K	1.05%	19
2023 Q4	$2.05M	Buy	+85,752	New	+$2.01M	1.04%	21

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Precedent Wealth Partners's IBDR Position: Q2 2026 in Review

Precedent Wealth Partners increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.6% in Q2 2026, buying an estimated $125K and bringing the position to 147,912 shares worth $3.58M. The position accounts for 0.6% of the portfolio, ranked #53.

Precedent Wealth Partners first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Precedent Wealth Partners held 147,912 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.58M as of Q2 2026.
Precedent Wealth Partners bought 5,174 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $125K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.6% of Precedent Wealth Partners's portfolio in Q2 2026, its #53 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.