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Ishares Tr ibnd dec24 etf shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Ishares Tr ibnd dec24 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec24 etf held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec24 etf by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 74k 25.05
2023-12-31 $1.7M 70k 24.91

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
UBS Group
AE Wealth Management
Wells Fargo & Company
Glenview Trust
Us Bancorp
Raymond James Financial Services Advisors
Mercer Global Advisors
Stifel Financial
HighTower Advisors
Royal Bank of Canada
Golub Group
Commonwealth Equity Services
Benjamin F. Edwards & Company
Kathmere Capital Management

View all funds holding Ishares Tr ibnd dec24 etf