Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 120,208 shares of IBDT stock, worth $3 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

120,208

Previous 133,312 9.83%

Holding current value

$3 Million

Previous $3.4 Billion 12.06%

% of portfolio

0.98%

Previous 1.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$24.82 - $25.48 $325,241 - $333,889	-13,104 Reduced 9.83%	120,208 $2.99 Billion
Q3 2024 Oct 17, 2024	BUY	$24.62 - $25.59 $460,714 - $478,865	18,713 Added 16.33%	133,312 $3.4 Billion
Q2 2024 Jul 23, 2024	BUY	$24.4 - $24.86 $369,440 - $376,405	15,141 Added 15.22%	114,599 $2.84 Billion
Q1 2024 Apr 23, 2024	BUY	$24.69 - $25.14 $399,138 - $406,413	16,166 Added 19.41%	99,458 $2.48 Billion
Q4 2023 Jan 18, 2024	BUY	$23.63 - $25.1 $1.97 Million - $2.09 Million	83,292 New	83,292 $2.09 Billion

Others Institutions Holding IBDT

# of Institutions

310

Shares Held

68.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History