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 Q3	$5.47M	Buy	258,586 +64,364	+33%	+$1.39M	0.84%	30
2026 Q2	$4.23M	Buy	194,222 +31,923	+20%	+$696K	0.7%	40
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

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

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

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

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

Precedent Wealth Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 33% in Q3 2026, buying an estimated $1.39M and bringing the position to 258,586 shares worth $5.47M. The position accounts for 0.84% of the portfolio, ranked #30.

Precedent Wealth Partners first reported a position in IBDV in Q4 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Precedent Wealth Partners held 258,586 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $5.47M as of Q3 2026.
Precedent Wealth Partners bought 64,364 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $1.39M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.84% of Precedent Wealth Partners's portfolio in Q3 2026, its #30 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
90 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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