Bradley & Co Private Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Hold	16,139	–	–	0.19%	46
2026 Q1	$409K	Hold	16,139	–	–	0.22%	44
2025 Q4	$411K	Sell	16,139 -1,144	-7%	-$29.1K	0.22%	38
2025 Q3	$441K	Hold	17,283	–	–	0.24%	31
2025 Q2	$439K	Hold	17,283	–	–	0.27%	31
2025 Q1	$437K	Buy	17,283 +997	+6%	+$25K	0.3%	27
2024 Q4	$406K	Buy	+16,286	New	+$409K	0.25%	26
2024 Q2	$483K	Hold	19,481	–	–	0.36%	23
2024 Q1	$485K	Hold	19,481	–	–	0.39%	24
2023 Q4	$489K	Hold	19,481	–	–	0.45%	21
2023 Q3	$468K	Hold	19,481	–	–	0.49%	20
2023 Q2	$477K	Hold	19,481	–	–	0.47%	21
2023 Q1	$486K	Sell	19,481 -8,356	-30%	-$206K	0.53%	21
2022 Q4	$676K	Hold	27,837	–	–	0.82%	20
2022 Q3	$662K	Sell	27,837 -16,410	-37%	-$409K	0.79%	18
2022 Q2	$1.1M	Buy	44,247 +4,359	+11%	+$110K	1.22%	18
2022 Q1	$1.05M	Sell	39,888 -17,731	-31%	-$482K	0.9%	20
2021 Q4	$1.63M	Sell	57,619 -856	-1%	-$24.3K	1.31%	17
2021 Q3	$1.68M	Hold	58,475	–	–	1.44%	17
2021 Q2	$1.69M	Hold	58,475	–	–	1.47%	19
2021 Q1	$1.66M	Buy	+58,475	New	+$1.69M	1.53%	17

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Bradley & Co Private Wealth Management's IBDT Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 16,139 shares worth $408K. The position accounts for 0.19% of the portfolio, ranked #46.

Bradley & Co Private Wealth Management first reported a position in IBDT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.69M in Q2 2021. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Bradley & Co Private Wealth Management held 16,139 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $408K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.19% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #46 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.69M in Q2 2021.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.