A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 124,708 shares of IBDU stock, worth $2.93 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
124,708
Previous 108,390 15.05%
Holding current value
$2.93 Million
Previous $2.47 Billion 14.3%
% of portfolio
1.14%
Previous 1.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$22.29 - $22.77 $363,728 - $371,560
16,318 Added 15.05%
124,708 $2.83 Billion
Q1 2024

Apr 23, 2024

BUY
$22.61 - $23.1 $363,953 - $371,840
16,097 Added 17.44%
108,390 $2.47 Billion
Q4 2023

Jan 18, 2024

BUY
$21.44 - $23.11 $1.98 Million - $2.13 Million
92,293 New
92,293 $2.13 Billion

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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