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 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return