Precedent Wealth Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Precedent Wealth Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 16% in Q2 2026, buying an estimated $576K and bringing the position to 169,417 shares worth $4.1M. The position accounts for 0.68% of the portfolio, ranked #45.

Precedent Wealth Partners first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

• Precedent Wealth Partners held 169,417 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.1M as of Q2 2026.
• Precedent Wealth Partners bought 23,789 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $576K.
• iShares iBonds Dec 2027 Term Corporate ETF made up 0.68% of Precedent Wealth Partners's portfolio in Q2 2026, its #45 holding.
• Precedent Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
• 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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