Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Precedent Wealth Partners, LLC

$360 Billion
Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 132,989 shares of IBDW stock, worth $2.72 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

132,989

Previous 147,116 9.6%

Holding current value

$2.72 Million

Previous $2.99 Billion 7.83%

% of portfolio

0.77%

Previous 0.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$20.1 - $20.8 $283,952 - $293,841	-14,127 Reduced 9.6%	132,989 $2.76 Billion
Q4 2024 Jan 21, 2025	SELL	$20.28 - $21.2 $204,016 - $213,272	-10,060 Reduced 6.4%	147,116 $2.99 Billion
Q3 2024 Oct 17, 2024	BUY	$20.12 - $21.28 $453,243 - $479,374	22,527 Added 16.73%	157,176 $3.34 Billion
Q2 2024 Jul 23, 2024	BUY	$19.84 - $20.44 $371,226 - $382,452	18,711 Added 16.14%	134,649 $2.73 Billion
Q1 2024 Apr 23, 2024	BUY	$20.24 - $20.75 $309,368 - $317,163	15,285 Added 15.19%	115,938 $2.38 Billion
Q4 2023 Jan 18, 2024	BUY	$18.79 - $20.85 $1.89 Million - $2.1 Million	100,653 New	100,653 $2.09 Billion

Others Institutions Holding IBDW

# of Institutions

185

Shares Held

55.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History