BCPWM
Bradley & Co Private Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
9,253
| – | – | 0.12% | 42 |
|
|
2025
Q1 | $201K | Buy |
9,253
+468
| +5% | +$10.2K | 0.14% | 41 |
|
|
2024
Q4 | $188K | Buy |
+8,785
| New | +$188K | 0.12% | 41 |
|
|
2024
Q2 | $289K | Sell |
13,590
-332
| -2% | -$7.06K | 0.21% | 30 |
|
|
2024
Q1 | $298K | Hold |
13,922
| – | – | 0.24% | 31 |
|
|
2023
Q4 | $301K | Hold |
13,922
| – | – | 0.28% | 28 |
|
|
2023
Q3 | $284K | Hold |
13,922
| – | – | 0.3% | 27 |
|
|
2023
Q2 | $295K | Hold |
13,922
| – | – | 0.29% | 28 |
|
|
2023
Q1 | $300K | Sell |
13,922
-9,993
| -42% | -$215K | 0.33% | 26 |
|
|
2022
Q4 | $497K | Buy |
23,915
+332
| +1% | +$6.91K | 0.61% | 22 |
|
|
2022
Q3 | $478K | Sell |
23,583
-17,871
| -43% | -$362K | 0.57% | 25 |
|
|
2022
Q2 | $887K | Buy |
41,454
+7,698
| +23% | +$165K | 0.98% | 22 |
|
|
2022
Q1 | $782K | Hold |
33,756
| – | – | 0.67% | 26 |
|
|
2021
Q4 | $847K | Buy |
33,756
+1,297
| +4% | +$32.5K | 0.68% | 27 |
|
|
2021
Q3 | $821K | Buy |
32,459
+1,023
| +3% | +$25.9K | 0.71% | 26 |
|
|
2021
Q2 | $802K | Hold |
31,436
| – | – | 0.7% | 26 |
|
|
2021
Q1 | $779K | Buy |
+31,436
| New | +$779K | 0.72% | 28 |
|