Bradley & Co Private Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$26.7K | 0.02% | 91 |
|
|
2024
Q2 | $26.6K | Sell |
1,312
-346
| -21% | -$7.02K | 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% | -$110K | 0.04% | 72 |
|
|
2022
Q4 | $139K | Buy |
6,999
+346
| +5% | +$6.88K | 0.17% | 38 |
|
|
2022
Q3 | $130K | Sell |
6,653
-2,420
| -27% | -$47.3K | 0.16% | 45 |
|
|
2022
Q2 | $188K | Hold |
9,073
| – | – | 0.21% | 44 |
|
|
2022
Q1 | $207K | Sell |
9,073
-3,921
| -30% | -$89.5K | 0.18% | 47 |
|
|
2021
Q4 | $323K | Buy |
+12,994
| New | +$323K | 0.26% | 40 |
|