PWP
Precedent Wealth Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
125,616
+12,848
| +11% | +$312K | 0.75% | 38 |
|
|
2025
Q1 | $2.73M | Sell |
112,768
-12,468
| -10% | -$301K | 0.76% | 37 |
|
|
2024
Q4 | $3M | Sell |
125,236
-13,652
| -10% | -$327K | 0.98% | 25 |
|
|
2024
Q3 | $3.38M | Buy |
138,888
+19,412
| +16% | +$473K | 1.12% | 22 |
|
|
2024
Q2 | $2.84M | Buy |
119,476
+16,051
| +16% | +$381K | 1.14% | 17 |
|
|
2024
Q1 | $2.46M | Buy |
103,425
+16,695
| +19% | +$397K | 1.06% | 18 |
|
|
2023
Q4 | $2.08M | Buy |
+86,730
| New | +$2.08M | 1.05% | 19 |
|