Precedent Wealth Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
120,733
+12,273
| +11% | +$312K | 0.75% | 37 |
|
|
2025
Q1 | $2.74M | Sell |
108,460
-11,748
| -10% | -$297K | 0.76% | 34 |
|
|
2024
Q4 | $2.99M | Sell |
120,208
-13,104
| -10% | -$326K | 0.98% | 27 |
|
|
2024
Q3 | $3.4M | Buy |
133,312
+18,713
| +16% | +$478K | 1.12% | 21 |
|
|
2024
Q2 | $2.84M | Buy |
114,599
+15,141
| +15% | +$375K | 1.14% | 16 |
|
|
2024
Q1 | $2.48M | Buy |
99,458
+16,166
| +19% | +$403K | 1.06% | 16 |
|
|
2023
Q4 | $2.09M | Buy |
+83,292
| New | +$2.09M | 1.06% | 17 |
|