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 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

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return