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

Precedent Wealth Partners’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.53M	Buy	221,401 +57,882	+35%	+$1.45M	0.85%	28
2026 Q2	$4.13M	Buy	163,519 +23,740	+17%	+$599K	0.69%	43
2026 Q1	$3.54M	Buy	139,779 +5,639	+4%	+$143K	0.71%	41
2025 Q4	$3.41M	Buy	134,140 +8,432	+7%	+$215K	0.72%	43
2025 Q3	$3.21M	Buy	125,708 +4,975	+4%	+$126K	0.71%	43
2025 Q2	$3.07M	Buy	120,733 +12,273	+11%	+$309K	0.75%	37
2025 Q1	$2.74M	Sell	108,460 -11,748	-10%	-$294K	0.76%	34
2024 Q4	$2.99M	Sell	120,208 -13,104	-10%	-$329K	0.98%	27
2024 Q3	$3.4M	Buy	133,312 +18,713	+16%	+$472K	1.12%	21
2024 Q2	$2.84M	Buy	114,599 +15,141	+15%	+$373K	1.14%	16
2024 Q1	$2.48M	Buy	99,458 +16,166	+19%	+$402K	1.06%	16
2023 Q4	$2.09M	Buy	+83,292	New	+$2.02M	1.06%	17

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Precedent Wealth Partners's IBDT Position: Q3 2026 in Review

Precedent Wealth Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 35% in Q3 2026, buying an estimated $1.45M and bringing the position to 221,401 shares worth $5.53M. The position accounts for 0.85% of the portfolio, ranked #28.

Precedent Wealth Partners first reported a position in IBDT in Q4 2023 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Precedent Wealth Partners held 221,401 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.53M as of Q3 2026.
Precedent Wealth Partners bought 57,882 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $1.45M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.85% of Precedent Wealth Partners's portfolio in Q3 2026, its #28 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.