Bradley & Co Private Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
17,283
| – | – | 0.27% | 31 |
|
|
2025
Q1 | $437K | Buy |
17,283
+997
| +6% | +$25.2K | 0.3% | 27 |
|
|
2024
Q4 | $406K | Buy |
+16,286
| New | +$406K | 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% | -$208K | 0.53% | 21 |
|
|
2022
Q4 | $676K | Hold |
27,837
| – | – | 0.82% | 20 |
|
|
2022
Q3 | $662K | Sell |
27,837
-16,410
| -37% | -$390K | 0.79% | 18 |
|
|
2022
Q2 | $1.11M | Buy |
44,247
+4,359
| +11% | +$109K | 1.22% | 18 |
|
|
2022
Q1 | $1.05M | Sell |
39,888
-17,731
| -31% | -$467K | 0.9% | 20 |
|
|
2021
Q4 | $1.63M | Sell |
57,619
-856
| -1% | -$24.2K | 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 | +$1.66M | 1.53% | 17 |
|