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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Precedent Wealth Partners's IBDV Position: Q2 2026 in Review

Precedent Wealth Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 20% in Q2 2026, buying an estimated $696K and bringing the position to 194,222 shares worth $4.23M. The position accounts for 0.7% of the portfolio, ranked #40.

Precedent Wealth Partners first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Precedent Wealth Partners held 194,222 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.23M as of Q2 2026.
Precedent Wealth Partners bought 31,923 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $696K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.7% of Precedent Wealth Partners's portfolio in Q2 2026, its #40 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.