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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
18,385
| – | – | 0.26% | 32 |
|
|
2025
Q1 | $425K | Buy |
18,385
+1,112
| +6% | +$25.7K | 0.29% | 28 |
|
|
2024
Q4 | $394K | Buy |
+17,273
| New | +$394K | 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% | -$259K | 0.52% | 22 |
|
|
2022
Q4 | $710K | Hold |
32,040
| – | – | 0.86% | 18 |
|
|
2022
Q3 | $698K | Sell |
32,040
-16,647
| -34% | -$363K | 0.83% | 17 |
|
|
2022
Q2 | $1.11M | Buy |
48,687
+1,452
| +3% | +$33.2K | 1.23% | 17 |
|
|
2022
Q1 | $1.16M | Buy |
47,235
+5,880
| +14% | +$144K | 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 | +$1.2M | 1.11% | 25 |
|