BCPWM
Bradley & Co Private Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Hold |
786
| – | – | 0.01% | 105 |
|
|
2025
Q1 | $19.8K | Hold |
786
| – | – | 0.01% | 101 |
|
|
2024
Q4 | $19.7K | Buy |
+786
| New | +$19.7K | 0.01% | 101 |
|
|
2024
Q2 | $19.5K | Hold |
786
| – | – | 0.01% | 102 |
|
|
2024
Q1 | $19.5K | Hold |
786
| – | – | 0.02% | 102 |
|
|
2023
Q4 | $19.5K | Hold |
786
| – | – | 0.02% | 98 |
|
|
2023
Q3 | $19.2K | Hold |
786
| – | – | 0.02% | 97 |
|
|
2023
Q2 | $19.2K | Sell |
786
-406
| -34% | -$9.9K | 0.02% | 100 |
|
|
2023
Q1 | $29.2K | Sell |
1,192
-5,478
| -82% | -$134K | 0.03% | 80 |
|
|
2022
Q4 | $162K | Sell |
6,670
-287
| -4% | -$6.98K | 0.2% | 34 |
|
|
2022
Q3 | $168K | Sell |
6,957
-31,800
| -82% | -$768K | 0.2% | 39 |
|
|
2022
Q2 | $957K | Sell |
38,757
-2,373
| -6% | -$58.6K | 1.05% | 20 |
|
|
2022
Q1 | $1.04M | Sell |
41,130
-3,185
| -7% | -$80.5K | 0.89% | 21 |
|
|
2021
Q4 | $1.17M | Buy |
44,315
+1,200
| +3% | +$31.7K | 0.94% | 22 |
|
|
2021
Q3 | $1.16M | Hold |
43,115
| – | – | 1% | 24 |
|
|
2021
Q2 | $1.16M | Hold |
43,115
| – | – | 1.01% | 25 |
|
|
2021
Q1 | $1.16M | Buy |
+43,115
| New | +$1.16M | 1.07% | 26 |
|