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 Q3	$5.44M	Buy	271,077 +67,546	+33%	+$1.39M	0.84%	31
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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Precedent Wealth Partners's IBDW Position: Q3 2026 in Review

Precedent Wealth Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 33% in Q3 2026, buying an estimated $1.39M and bringing the position to 271,077 shares worth $5.44M. The position accounts for 0.84% of the portfolio, ranked #31.

Precedent Wealth Partners first reported a position in IBDW in Q4 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Precedent Wealth Partners held 271,077 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $5.44M as of Q3 2026.
Precedent Wealth Partners bought 67,546 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $1.39M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.84% of Precedent Wealth Partners's portfolio in Q3 2026, its #31 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.