Bradley & Co Private Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
625
| – | – | 0.01% | 113 |
|
|
2025
Q1 | $15.1K | Hold |
625
| – | – | 0.01% | 112 |
|
|
2024
Q4 | $15K | Buy |
+625
| New | +$15K | 0.01% | 112 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$11.7K | – | 173 |
|
|
2022
Q4 | $11.7K | Hold |
500
| – | – | 0.01% | 111 |
|
|
2022
Q3 | $12K | Sell |
500
-5,400
| -92% | -$130K | 0.01% | 121 |
|
|
2022
Q2 | $140K | Hold |
5,900
| – | – | 0.15% | 51 |
|
|
2022
Q1 | $145K | Sell |
5,900
-1,240
| -17% | -$30.5K | 0.12% | 58 |
|
|
2021
Q4 | $186K | Buy |
7,140
+6,640
| +1,328% | +$173K | 0.15% | 52 |
|
|
2021
Q3 | $13K | Hold |
500
| – | – | 0.01% | 132 |
|
|
2021
Q2 | $13K | Sell |
500
-51,067
| -99% | -$1.33M | 0.01% | 134 |
|
|
2021
Q1 | $1.36M | Buy |
+51,567
| New | +$1.36M | 1.25% | 23 |
|