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Ishares Tr ibnd dec25 etf shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Ishares Tr ibnd dec25 etf

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All positions including Ishares Tr ibnd dec25 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 dec25 etf by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 86k 25.19
2025-06-30 $2.6M 102k 25.18
2025-03-31 $2.6M 103k 25.15
2024-12-31 $2.9M 116k 25.05
2024-09-30 $3.1M 125k 25.10
2024-06-30 $2.7M 110k 24.86
2024-03-31 $2.4M 95k 24.81
2023-12-31 $2.1M 84k 24.76