Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 125,616 shares of IBDS stock, worth $3.04 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

125,616

Previous 112,768 11.39%

Holding current value

$3.04 Million

Previous $2.73 Billion 11.81%

% of portfolio

0.75%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$23.96 - $24.27 $307,838 - $311,820	12,848 Added 11.39%	125,616 $3.05 Billion
Q1 2025 Apr 17, 2025	SELL	$23.9 - $24.18 $297,985 - $301,476	-12,468 Reduced 9.96%	112,768 $2.73 Billion
Q4 2024 Jan 21, 2025	SELL	$23.88 - $24.32 $326,009 - $332,016	-13,652 Reduced 9.83%	125,236 $3 Billion
Q3 2024 Oct 17, 2024	BUY	$23.63 - $24.42 $458,705 - $474,041	19,412 Added 16.25%	138,888 $3.38 Billion
Q2 2024 Jul 23, 2024	BUY	$23.48 - $23.77 $376,877 - $381,532	16,051 Added 15.52%	119,476 $2.84 Billion
Q1 2024 Apr 23, 2024	BUY	$23.67 - $24.03 $395,170 - $401,180	16,695 Added 19.25%	103,425 $2.46 Billion
Q4 2023 Jan 18, 2024	BUY	$22.84 - $23.94 $1.98 Million - $2.08 Million	86,730 New	86,730 $2.08 Billion

Others Institutions Holding IBDS

# of Institutions

398

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History