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Precedent Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Precedent Wealth Partners’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.55M Buy
162,299
+6,513
+4% +$144K 0.71% 39
2025
Q4 		$3.44M Buy
155,786
+9,438
+6% +$209K 0.72% 40
2025
Q3 		$3.24M Buy
146,348
+6,265
+4% +$138K 0.71% 40
2025
Q2 		$3.08M Buy
140,083
+14,381
+11% +$311K 0.75% 35
2025
Q1 		$2.73M Sell
125,702
-13,717
-10% -$295K 0.76% 35
2024
Q4 		$2.98M Sell
139,419
-10,308
-7% -$223K 0.97% 30
2024
Q3 		$3.32M Buy
149,727
+21,520
+17% +$469K 1.09% 26
2024
Q2 		$2.73M Buy
128,207
+17,592
+16% +$372K 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 +$1.99M 1.06% 18

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return