BCPWM
IBHD

Bradley & Co Private Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$23.2K Hold
1,000
0.02% 92
2024
Q1
$23.3K Sell
1,000
-250
-20% -$5.83K 0.02% 94
2023
Q4
$29K Hold
1,250
0.03% 79
2023
Q3
$29K Hold
1,250
0.03% 81
2023
Q2
$28.9K Sell
1,250
-45
-3% -$1.04K 0.03% 81
2023
Q1
$30K Sell
1,295
-3,495
-73% -$80.8K 0.03% 78
2022
Q4
$109K Buy
4,790
+295
+7% +$6.7K 0.13% 43
2022
Q3
$100K Hold
4,495
0.12% 51
2022
Q2
$100K Hold
4,495
0.11% 61
2022
Q1
$107K Hold
4,495
0.09% 63
2021
Q4
$110K Hold
4,495
0.09% 66
2021
Q3
$111K Hold
4,495
0.1% 66
2021
Q2
$112K Sell
4,495
-13,200
-75% -$329K 0.1% 71
2021
Q1
$436K Buy
+17,695
New +$436K 0.4% 37