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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Hold	17,151	–	–	0.19%	48
2026 Q1	$399K	Hold	17,151	–	–	0.21%	46
2025 Q4	$401K	Sell	17,151 -1,234	-7%	-$28.9K	0.21%	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

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Bradley & Co Private Wealth Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 17,151 shares worth $397K. The position accounts for 0.19% of the portfolio, ranked #48.

Bradley & Co Private Wealth Management first reported a position in IBDU in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.23M in Q2 2021. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Bradley & Co Private Wealth Management held 17,151 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $397K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #48 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.23M in Q2 2021.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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