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 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

Bank of America

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

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

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

Mercer Global Advisors

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

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

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

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

Raymond James Financial

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