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Ishares Tr ibonds dec2026 shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 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 ibonds dec2026 by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 138k 24.30
2024-06-30 $2.8M 118k 23.82
2024-03-31 $2.4M 103k 23.85
2023-12-31 $2.0M 86k 23.90

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Capital Advisors
Hm Payson & Co
Shufro Rose & Co
Stifel Financial
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Sound View Wealth Advisors Group
Pamela Horwath

View all funds holding Ishares Tr ibonds dec2026