Bradley & Co Private Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$174K	Hold	7,956	–	–	0.09%	57
2025 Q4	$176K	Sell	7,956 -1,297	-14%	-$28.7K	0.09%	62
2025 Q3	$205K	Hold	9,253	–	–	0.11%	46
2025 Q2	$203K	Hold	9,253	–	–	0.12%	42
2025 Q1	$201K	Buy	9,253 +468	+5%	+$10.1K	0.14%	41
2024 Q4	$188K	Buy	+8,785	New	+$190K	0.12%	41
2024 Q2	$289K	Sell	13,590 -332	-2%	-$7.01K	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%	-$212K	0.33%	26
2022 Q4	$497K	Buy	23,915 +332	+1%	+$6.85K	0.61%	22
2022 Q3	$478K	Sell	23,583 -17,871	-43%	-$384K	0.57%	25
2022 Q2	$887K	Buy	41,454 +7,698	+23%	+$168K	0.98%	22
2022 Q1	$782K	Hold	33,756	–	–	0.67%	26
2021 Q4	$847K	Buy	33,756 +1,297	+4%	+$32.6K	0.68%	27
2021 Q3	$821K	Buy	32,459 +1,023	+3%	+$26.2K	0.71%	26
2021 Q2	$802K	Hold	31,436	–	–	0.7%	26
2021 Q1	$779K	Buy	+31,436	New	+$800K	0.72%	28

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 IBDV Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q1 2026 at 7,956 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #57.

Bradley & Co Private Wealth Management first reported a position in IBDV in Q1 2021 and has held it in 20 quarters since. The position peaked at $887K in Q2 2022. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Bradley & Co Private Wealth Management held 7,956 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $174K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #57 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $887K in Q2 2022.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.