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
2025 Q3	$3.21M	Buy
2025 Q2	$3.07M	Buy
2025 Q1	$2.74M	Sell
2024 Q4	$2.99M	Sell
2024 Q3	$3.4M	Buy
2024 Q2	$2.84M	Buy
2024 Q1	$2.48M	Buy
2023 Q4	$2.09M	Buy