Precedent Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 86,121 shares of IBDQ stock, worth $2.17 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
86,121
              Previous 101,510
              
        
           15.16%
        
      
          
        Holding current value
$2.17 Million
            Previous $2.56 Billion
            
        
           15.13%
        
      
          
        % of portfolio
0.48%
            Previous 0.63%
          
        Shares
	  8 transactions
	
  Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
- 
    
      Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
- 
    
      Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
- 
    
      Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
- 
    
      Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio