BCPWM
IBHC
Bradley & Co Private Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$23.6K | – | 215 |
|
|
2023
Q3 | $23.6K | Hold |
1,000
| – | – | 0.02% | 88 |
|
|
2023
Q2 | $23.6K | Sell |
1,000
-286
| -22% | -$6.76K | 0.02% | 89 |
|
|
2023
Q1 | $30.4K | Hold |
1,286
| – | – | 0.03% | 77 |
|
|
2022
Q4 | $30.2K | Sell |
1,286
-4,431
| -78% | -$104K | 0.04% | 77 |
|
|
2022
Q3 | $133K | Hold |
5,717
| – | – | 0.16% | 44 |
|
|
2022
Q2 | $133K | Sell |
5,717
-6,000
| -51% | -$140K | 0.15% | 55 |
|
|
2022
Q1 | $279K | Sell |
11,717
-415
| -3% | -$9.88K | 0.24% | 41 |
|
|
2021
Q4 | $297K | Sell |
12,132
-10,150
| -46% | -$248K | 0.24% | 41 |
|
|
2021
Q3 | $550K | Buy |
22,282
+10,150
| +84% | +$251K | 0.47% | 31 |
|
|
2021
Q2 | $301K | Sell |
12,132
-484
| -4% | -$12K | 0.26% | 43 |
|
|
2021
Q1 | $311K | Buy |
+12,616
| New | +$311K | 0.29% | 44 |
|