PWP
Precedent Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
140,083
+14,381
| +11% | +$316K | 0.75% | 35 |
|
|
2025
Q1 | $2.73M | Sell |
125,702
-13,717
| -10% | -$298K | 0.76% | 35 |
|
|
2024
Q4 | $2.98M | Sell |
139,419
-10,308
| -7% | -$220K | 0.97% | 30 |
|
|
2024
Q3 | $3.32M | Buy |
149,727
+21,520
| +17% | +$477K | 1.09% | 26 |
|
|
2024
Q2 | $2.73M | Buy |
128,207
+17,592
| +16% | +$374K | 1.1% | 22 |
|
|
2024
Q1 | $2.37M | Buy |
110,615
+14,271
| +15% | +$305K | 1.02% | 23 |
|
|
2023
Q4 | $2.08M | Buy |
+96,344
| New | +$2.08M | 1.06% | 18 |
|