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 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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return