Precedent Wealth Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.9M	Buy	151,321 +22,780	+18%	+$587K	0.65%	48
2026 Q1	$3.32M	Buy	128,541 +6,523	+5%	+$170K	0.67%	47
2025 Q4	$3.19M	Buy	122,018 +91,978	+306%	+$2.41M	0.67%	48
2025 Q3	$788K	Buy	30,040 +17,739	+144%	+$460K	0.17%	116
2025 Q2	$319K	Buy	+12,301	New	+$312K	0.08%	141

Other funds holding IBDY

CAI

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

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

Precedent Wealth Partners increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 18% in Q2 2026, buying an estimated $587K and bringing the position to 151,321 shares worth $3.9M. The position accounts for 0.65% of the portfolio, ranked #48.

Precedent Wealth Partners first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Precedent Wealth Partners held 151,321 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.9M as of Q2 2026.
Precedent Wealth Partners bought 22,780 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $587K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.65% of Precedent Wealth Partners's portfolio in Q2 2026, its #48 holding.
Precedent Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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