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	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	–	173
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