PWP
Precedent Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
124,753
+12,770
| +11% | +$310K | 0.74% | 39 |
|
|
2025
Q1 | $2.71M | Sell |
111,983
-12,316
| -10% | -$298K | 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% | +$477K | 1.11% | 24 |
|
|
2024
Q2 | $2.82M | Buy |
118,361
+15,700
| +15% | +$374K | 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 | +$2.05M | 1.04% | 21 |
|