BCPWM
IBDQ

Bradley & Co Private Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-786
Closed -$19.8K – 223
2025
Q3 		$19.8K Hold
786
– – 0.01% 107
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% -$9.94K 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% -$6.95K 0.2% 34
2022
Q3 		$168K Sell
6,957
-31,800
-82% -$785K 0.2% 39
2022
Q2 		$957K Sell
38,757
-2,373
-6% -$59.1K 1.05% 20
2022
Q1 		$1.04M Sell
41,130
-3,185
-7% -$82.2K 0.89% 21
2021
Q4 		$1.17M Buy
44,315
+1,200
+3% +$31.9K 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 +$1.17M 1.07% 26

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBDQ Position: Q4 2025 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 786 shares — an estimated $19.8K sold.

Bradley & Co Private Wealth Management first reported a position in IBDQ in Q1 2021 and held it in 18 quarters. The position peaked at $1.17M in Q4 2021. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 786 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $19.8K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and held it in 18 quarters.
  • Bradley & Co Private Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.17M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.