Precedent Wealth Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.24M	Buy	168,450 +30,808	+22%	+$776K	0.71%	38
2026 Q1	$3.48M	Buy	137,642 +3,440	+3%	+$87.8K	0.7%	43
2025 Q4	$3.43M	Buy	134,202 +6,312	+5%	+$162K	0.72%	41
2025 Q3	$3.28M	Buy	127,890 +1,308	+1%	+$33.2K	0.72%	38
2025 Q2	$3.2M	Buy	126,582 +12,717	+11%	+$316K	0.78%	32
2025 Q1	$2.85M	Sell	113,865 -13,985	-11%	-$346K	0.79%	29
2024 Q4	$3.14M	Sell	127,850 -3,203	-2%	-$80.2K	1.03%	23
2024 Q3	$3.37M	Buy	131,053 +106,218	+428%	+$2.68M	1.11%	23
2024 Q2	$610K	Buy	24,835 +8,248	+50%	+$201K	0.25%	92
2024 Q1	$412K	Buy	16,587 +3,167	+24%	+$78.5K	0.18%	103
2023 Q4	$339K	Buy	+13,420	New	+$320K	0.17%	107

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Precedent Wealth Partners increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 22% in Q2 2026, buying an estimated $776K and bringing the position to 168,450 shares worth $4.24M. The position accounts for 0.71% of the portfolio, ranked #38.

Precedent Wealth Partners first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Precedent Wealth Partners held 168,450 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.24M as of Q2 2026.
Precedent Wealth Partners bought 30,808 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $776K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.71% of Precedent Wealth Partners's portfolio in Q2 2026, its #38 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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