Bradley & Co Private Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-625	Closed	-$15.1K	–	218
2025 Q4	$15.1K	Hold	625	–	–	0.01%	123
2025 Q3	$15.2K	Hold	625	–	–	0.01%	117
2025 Q2	$15.2K	Hold	625	–	–	0.01%	113
2025 Q1	$15.1K	Hold	625	–	–	0.01%	112
2024 Q4	$15K	Buy	+625	New	+$15.1K	0.01%	112
2023 Q1	–	Sell	-500	Closed	-$11.7K	–	171
2022 Q4	$11.7K	Hold	500	–	–	0.01%	111
2022 Q3	$12K	Sell	500 -5,400	-92%	-$129K	0.01%	121
2022 Q2	$140K	Hold	5,900	–	–	0.15%	51
2022 Q1	$145K	Sell	5,900 -1,240	-17%	-$31.4K	0.12%	58
2021 Q4	$186K	Buy	7,140 +6,640	+1,328%	+$174K	0.15%	52
2021 Q3	$13K	Hold	500	–	–	0.01%	132
2021 Q2	$13K	Sell	500 -51,067	-99%	-$1.36M	0.01%	134
2021 Q1	$1.36M	Buy	+51,567	New	+$1.38M	1.25%	23

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBDR Position: Q1 2026 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 625 shares — an estimated $15.1K sold.

Bradley & Co Private Wealth Management first reported a position in IBDR in Q1 2021 and held it in 13 quarters. The position peaked at $1.36M in Q1 2021. 441 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 625 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $15.1K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and held it in 13 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.36M in Q1 2021.
441 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.