PWP
Precedent Wealth Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
126,582
+12,717
| +11% | +$322K | 0.78% | 32 |
|
|
2025
Q1 | $2.85M | Sell |
113,865
-13,985
| -11% | -$349K | 0.79% | 29 |
|
|
2024
Q4 | $3.14M | Sell |
127,850
-3,203
| -2% | -$78.7K | 1.03% | 23 |
|
|
2024
Q3 | $3.37M | Buy |
131,053
+106,218
| +428% | +$2.73M | 1.11% | 23 |
|
|
2024
Q2 | $610K | Buy |
24,835
+8,248
| +50% | +$203K | 0.25% | 92 |
|
|
2024
Q1 | $412K | Buy |
16,587
+3,167
| +24% | +$78.6K | 0.18% | 103 |
|
|
2023
Q4 | $339K | Buy |
+13,420
| New | +$339K | 0.17% | 107 |
|