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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return