Bradley & Co Private Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$399K	Hold	17,151	–	–	0.21%	46
2025 Q4	$401K	Sell	17,151 -1,234	-7%	-$28.9K	0.22%	39
2025 Q3	$431K	Hold	18,385	–	–	0.24%	32
2025 Q2	$429K	Hold	18,385	–	–	0.26%	32
2025 Q1	$425K	Buy	18,385 +1,112	+6%	+$25.5K	0.29%	28
2024 Q4	$394K	Buy	+17,273	New	+$398K	0.25%	27
2024 Q2	$470K	Hold	20,728	–	–	0.35%	25
2024 Q1	$473K	Hold	20,728	–	–	0.38%	26
2023 Q4	$478K	Hold	20,728	–	–	0.44%	22
2023 Q3	$454K	Hold	20,728	–	–	0.47%	22
2023 Q2	$465K	Hold	20,728	–	–	0.46%	22
2023 Q1	$474K	Sell	20,728 -11,312	-35%	-$256K	0.52%	22
2022 Q4	$710K	Hold	32,040	–	–	0.86%	18
2022 Q3	$698K	Sell	32,040 -16,647	-34%	-$381K	0.83%	17
2022 Q2	$1.11M	Buy	48,687 +1,452	+3%	+$33.8K	1.23%	17
2022 Q1	$1.16M	Buy	47,235 +5,880	+14%	+$148K	0.99%	19
2021 Q4	$1.09M	Sell	41,355 -4,666	-10%	-$123K	0.87%	24
2021 Q3	$1.23M	Hold	46,021	–	–	1.06%	23
2021 Q2	$1.23M	Hold	46,021	–	–	1.08%	24
2021 Q1	$1.2M	Buy	+46,021	New	+$1.23M	1.11%	25