Precedent Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 102,498 shares of IBDQ stock, worth $2.58 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
102,498
Previous 116,069
11.69%
Holding current value
$2.58 Million
Previous $2.91 Billion
11.34%
% of portfolio
0.72%
Previous 0.95%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
422Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.5 Million1.32% of portfolio