Bradley & Co Private Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,312	Closed	-$27.8K	–	224
2025 Q3	$27.8K	Hold	1,312	–	–	0.02%	94
2025 Q2	$27.6K	Hold	1,312	–	–	0.02%	92
2025 Q1	$27.2K	Hold	1,312	–	–	0.02%	90
2024 Q4	$26.7K	Buy	+1,312	New	+$27.1K	0.02%	91
2024 Q2	$26.6K	Sell	1,312 -346	-21%	-$6.98K	0.02%	86
2024 Q1	$34K	Hold	1,658	–	–	0.03%	79
2023 Q4	$34.4K	Hold	1,658	–	–	0.03%	75
2023 Q3	$32.1K	Hold	1,658	–	–	0.03%	76
2023 Q2	$33.6K	Hold	1,658	–	–	0.03%	72
2023 Q1	$34.2K	Sell	1,658 -5,341	-76%	-$109K	0.04%	72
2022 Q4	$139K	Buy	6,999 +346	+5%	+$6.85K	0.17%	38
2022 Q3	$130K	Sell	6,653 -2,420	-27%	-$50.4K	0.16%	45
2022 Q2	$188K	Hold	9,073	–	–	0.21%	44
2022 Q1	$207K	Sell	9,073 -3,921	-30%	-$92.3K	0.18%	47
2021 Q4	$323K	Buy	+12,994	New	+$323K	0.26%	40

Other funds holding IBDW

ACA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBDW Position: Q4 2025 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2025, closing a stake of 1,312 shares — an estimated $27.8K sold.

Bradley & Co Private Wealth Management first reported a position in IBDW in Q4 2021 and held it in 15 quarters. The position peaked at $323K in Q4 2021. 259 funds tracked by Wall St. Rank hold IBDW as of Q4 2025.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 1,312 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2025, an estimated $27.8K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and held it in 15 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $323K in Q4 2021.
259 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2025.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.