Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 130,033 shares of IBDR stock, worth $3.09 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

130,033

Previous 124,753 4.23%

Holding current value

$3.09 Million

Previous $3.03 Billion 4.45%

% of portfolio

0.7%

Previous 0.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	N/A	5,280 Added 4.23%	130,033 $3.16 Billion
Q2 2025 Jul 21, 2025	BUY	N/A	12,770 Added 11.4%	124,753 $3.03 Billion
Q1 2025 Apr 17, 2025	SELL	N/A	-12,316 Reduced 9.91%	111,983 $2.71 Billion
Q4 2024 Jan 21, 2025	SELL	N/A	-13,707 Reduced 9.93%	124,299 $2.99 Billion
Q3 2024 Oct 17, 2024	BUY	$23.75 - $23.75 $466,568 - $466,568	19,645 Added 16.6%	138,006 $3.35 Billion

Q2 2024 Jul 23, 2024	BUY	$23.65 - $23.82 $371,305 - $373,974	15,700 Added 15.29%	118,361 $2.82 Billion
Q1 2024 Apr 23, 2024	BUY	$23.76 - $23.98 $401,757 - $405,477	16,909 Added 19.72%	102,661 $2.45 Billion
Q4 2023 Jan 18, 2024	BUY	$23.15 - $23.9 $1.99 Million - $2.05 Million	85,752 New	85,752 $2.05 Billion

Others Institutions Holding IBDR

# of Institutions

464

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History