PWP
Precedent Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
148,060
+15,071
| +11% | +$317K | 0.76% | 34 |
|
|
2025
Q1 | $2.76M | Sell |
132,989
-14,127
| -10% | -$293K | 0.77% | 32 |
|
|
2024
Q4 | $2.99M | Sell |
147,116
-10,060
| -6% | -$205K | 0.98% | 26 |
|
|
2024
Q3 | $3.34M | Buy |
157,176
+22,527
| +17% | +$478K | 1.1% | 25 |
|
|
2024
Q2 | $2.73M | Buy |
134,649
+18,711
| +16% | +$380K | 1.1% | 20 |
|
|
2024
Q1 | $2.38M | Buy |
115,938
+15,285
| +15% | +$313K | 1.02% | 22 |
|
|
2023
Q4 | $2.09M | Buy |
+100,653
| New | +$2.09M | 1.06% | 16 |
|