Precedent Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Precedent Wealth Partners’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.24M	Buy	203,531 +33,121	+19%	+$691K	0.71%	39
2026 Q1	$3.57M	Buy	170,410 +6,763	+4%	+$143K	0.71%	38
2025 Q4	$3.46M	Buy	163,647 +9,767	+6%	+$207K	0.73%	39
2025 Q3	$3.27M	Buy	153,880 +5,820	+4%	+$123K	0.72%	39
2025 Q2	$3.12M	Buy	148,060 +15,071	+11%	+$311K	0.76%	34
2025 Q1	$2.76M	Sell	132,989 -14,127	-10%	-$290K	0.77%	32
2024 Q4	$2.99M	Sell	147,116 -10,060	-6%	-$208K	0.98%	26
2024 Q3	$3.34M	Buy	157,176 +22,527	+17%	+$470K	1.1%	25
2024 Q2	$2.73M	Buy	134,649 +18,711	+16%	+$378K	1.1%	20
2024 Q1	$2.38M	Buy	115,938 +15,285	+15%	+$312K	1.02%	22
2023 Q4	$2.09M	Buy	+100,653	New	+$1.98M	1.06%	16

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Precedent Wealth Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 19% in Q2 2026, buying an estimated $691K and bringing the position to 203,531 shares worth $4.24M. The position accounts for 0.71% of the portfolio, ranked #39.

Precedent Wealth Partners first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Precedent Wealth Partners held 203,531 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.24M as of Q2 2026.
Precedent Wealth Partners bought 33,121 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $691K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.71% of Precedent Wealth Partners's portfolio in Q2 2026, its #39 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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