Bradley & Co Private Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2K	Hold	628	–	–	0.01%	122
2025 Q4	$15.2K	Hold	628	–	–	0.01%	121
2025 Q3	$15.3K	Hold	628	–	–	0.01%	115
2025 Q2	$15.2K	Hold	628	–	–	0.01%	111
2025 Q1	$15.2K	Hold	628	–	–	0.01%	111
2024 Q4	$15K	Buy	+628	New	+$15.1K	0.01%	111
2022 Q4	–	Sell	-959	Closed	-$22K	–	177
2022 Q3	$22K	Sell	959 -37,644	-98%	-$899K	0.03%	93
2022 Q2	$921K	Sell	38,603 -9,803	-20%	-$237K	1.01%	21
2022 Q1	$1.21M	Sell	48,406 -6,599	-12%	-$169K	1.04%	18
2021 Q4	$1.46M	Buy	55,005 +3,028	+6%	+$80.7K	1.17%	19
2021 Q3	$1.4M	Sell	51,977 -6,555	-11%	-$178K	1.21%	19
2021 Q2	$1.58M	Sell	58,532 -340	-0.6%	-$9.16K	1.38%	20
2021 Q1	$1.57M	Buy	+58,872	New	+$1.6M	1.45%	19

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Bradley & Co Private Wealth Management held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 628 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #122.

Bradley & Co Private Wealth Management first reported a position in IBDS in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.58M in Q2 2021. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Bradley & Co Private Wealth Management held 628 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $15.2K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #122 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 13 quarters since.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.58M in Q2 2021.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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