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
2025 Q3	$3.24M	Buy
2025 Q2	$3.08M	Buy
2025 Q1	$2.73M	Sell
2024 Q4	$2.98M	Sell
2024 Q3	$3.32M	Buy
2024 Q2	$2.73M	Buy
2024 Q1	$2.37M	Buy
2023 Q4	$2.08M	Buy