BCPWM
IBDP
Bradley & Co Private Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.2K | Sell |
526
-372
| -41% | -$9.35K | 0.01% | 110 |
|
|
2024
Q1 | $22.5K | Hold |
898
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $22.4K | Hold |
898
| – | – | 0.02% | 92 |
|
|
2023
Q3 | $22.2K | Hold |
898
| – | – | 0.02% | 90 |
|
|
2023
Q2 | $22.1K | Sell |
898
-405
| -31% | -$9.97K | 0.02% | 95 |
|
|
2023
Q1 | $32K | Sell |
1,303
-479
| -27% | -$11.8K | 0.04% | 74 |
|
|
2022
Q4 | $43.5K | Sell |
1,782
-320
| -15% | -$7.81K | 0.05% | 65 |
|
|
2022
Q3 | $51K | Sell |
2,102
-11,568
| -85% | -$281K | 0.06% | 67 |
|
|
2022
Q2 | $338K | Sell |
13,670
-2,208
| -14% | -$54.6K | 0.37% | 33 |
|
|
2022
Q1 | $399K | Sell |
15,878
-5,591
| -26% | -$140K | 0.34% | 34 |
|
|
2021
Q4 | $557K | Buy |
21,469
+1,242
| +6% | +$32.2K | 0.45% | 31 |
|
|
2021
Q3 | $532K | Hold |
20,227
| – | – | 0.46% | 32 |
|
|
2021
Q2 | $533K | Hold |
20,227
| – | – | 0.47% | 31 |
|
|
2021
Q1 | $533K | Buy |
+20,227
| New | +$533K | 0.49% | 32 |
|