Precedent Wealth Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Precedent Wealth Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 17% in Q2 2026, buying an estimated $599K and bringing the position to 163,519 shares worth $4.13M. The position accounts for 0.69% of the portfolio, ranked #43.

Precedent Wealth Partners first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

• Precedent Wealth Partners held 163,519 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.13M as of Q2 2026.
• Precedent Wealth Partners bought 23,740 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $599K.
• iShares iBonds Dec 2028 Term Corporate ETF made up 0.69% of Precedent Wealth Partners's portfolio in Q2 2026, its #43 holding.
• Precedent Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
• 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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