Bradley & Co Private Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
628
| – | – | 0.01% | 111 |
|
|
2025
Q1 | $15.2K | Hold |
628
| – | – | 0.01% | 111 |
|
|
2024
Q4 | $15K | Buy |
+628
| New | +$15K | 0.01% | 111 |
|
|
2022
Q4 | – | Sell |
-959
| Closed | -$22K | – | 179 |
|
|
2022
Q3 | $22K | Sell |
959
-37,644
| -98% | -$864K | 0.03% | 93 |
|
|
2022
Q2 | $921K | Sell |
38,603
-9,803
| -20% | -$234K | 1.01% | 21 |
|
|
2022
Q1 | $1.21M | Sell |
48,406
-6,599
| -12% | -$165K | 1.04% | 18 |
|
|
2021
Q4 | $1.46M | Buy |
55,005
+3,028
| +6% | +$80.4K | 1.17% | 19 |
|
|
2021
Q3 | $1.4M | Sell |
51,977
-6,555
| -11% | -$177K | 1.21% | 19 |
|
|
2021
Q2 | $1.58M | Sell |
58,532
-340
| -0.6% | -$9.2K | 1.38% | 20 |
|
|
2021
Q1 | $1.57M | Buy |
+58,872
| New | +$1.57M | 1.45% | 19 |
|