Precedent Wealth Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
Bought
Maintained
Sold
Other funds holding IBDY
Precedent Wealth Partners's IBDY Position: Q3 2026 in Review
Precedent Wealth Partners increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 41% in Q3 2026, buying an estimated $1.57M and bringing the position to 213,467 shares worth $5.23M. The position accounts for 0.8% of the portfolio, ranked #33.
Precedent Wealth Partners first reported a position in IBDY in Q2 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.
- Precedent Wealth Partners held 213,467 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.23M as of Q3 2026.
- Precedent Wealth Partners bought 62,146 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $1.57M.
- iShares iBonds Dec 2033 Term Corporate ETF made up 0.8% of Precedent Wealth Partners's portfolio in Q3 2026, its #33 holding.
- Precedent Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
- 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.
Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.