Precedent Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
131,551
+13,515
| +11% | +$315K | 0.75% | 36 |
|
|
2025
Q1 | $2.73M | Sell |
118,036
-13,003
| -10% | -$301K | 0.76% | 36 |
|
|
2024
Q4 | $2.99M | Sell |
131,039
-13,983
| -10% | -$319K | 0.97% | 29 |
|
|
2024
Q3 | $3.41M | Buy |
145,022
+20,314
| +16% | +$478K | 1.12% | 20 |
|
|
2024
Q2 | $2.83M | Buy |
124,708
+16,318
| +15% | +$370K | 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 | +$2.13M | 1.08% | 15 |
|