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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.22M	Buy
2025 Q2	$3.07M	Buy
2025 Q1	$2.73M	Sell
2024 Q4	$2.99M	Sell
2024 Q3	$3.41M	Buy
2024 Q2	$2.83M	Buy
2024 Q1	$2.47M	Buy
2023 Q4	$2.13M	Buy