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 Q3	$5.55M	Buy	244,398 +60,903	+33%	+$1.4M	0.85%	27
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Precedent Wealth Partners's IBDU Position: Q3 2026 in Review

Precedent Wealth Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 33% in Q3 2026, buying an estimated $1.4M and bringing the position to 244,398 shares worth $5.55M. The position accounts for 0.85% of the portfolio, ranked #27.

Precedent Wealth Partners first reported a position in IBDU in Q4 2023 and has held it in 12 quarters since. 114 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Precedent Wealth Partners held 244,398 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.55M as of Q3 2026.
Precedent Wealth Partners bought 60,903 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $1.4M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.85% of Precedent Wealth Partners's portfolio in Q3 2026, its #27 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
114 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.