Precedent Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25M	Buy	183,495 +31,155	+20%	+$722K	0.71%	37
2026 Q1	$3.54M	Buy	152,340 +6,048	+4%	+$141K	0.71%	40
2025 Q4	$3.42M	Buy	146,292 +9,036	+7%	+$212K	0.72%	42
2025 Q3	$3.22M	Buy	137,256 +5,705	+4%	+$133K	0.71%	42
2025 Q2	$3.07M	Buy	131,551 +13,515	+11%	+$312K	0.75%	36
2025 Q1	$2.73M	Sell	118,036 -13,003	-10%	-$298K	0.76%	36
2024 Q4	$2.99M	Sell	131,039 -13,983	-10%	-$322K	0.97%	29
2024 Q3	$3.41M	Buy	145,022 +20,314	+16%	+$471K	1.12%	20
2024 Q2	$2.83M	Buy	124,708 +16,318	+15%	+$368K	1.14%	18
2024 Q1	$2.47M	Buy	108,390 +16,097	+17%	+$367K	1.06%	17
2023 Q4	$2.13M	Buy	+92,293	New	+$2.05M	1.08%	15

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Precedent Wealth Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 20% in Q2 2026, buying an estimated $722K and bringing the position to 183,495 shares worth $4.25M. The position accounts for 0.71% of the portfolio, ranked #37.

Precedent Wealth Partners first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Precedent Wealth Partners held 183,495 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.25M as of Q2 2026.
Precedent Wealth Partners bought 31,155 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $722K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.71% of Precedent Wealth Partners's portfolio in Q2 2026, its #37 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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