Bradley & Co Private Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
145,374
+25,333
| +21% | +$600K | 2.11% | 13 |
|
|
2025
Q1 | $2.79M | Buy |
120,041
+117,841
| +5,356% | +$2.74M | 1.9% | 13 |
|
|
2024
Q4 | $51.6K | Buy |
+2,200
| New | +$51.6K | 0.03% | 71 |
|
|
2024
Q2 | $50.9K | Sell |
2,200
-309
| -12% | -$7.15K | 0.04% | 67 |
|
|
2024
Q1 | $58.6K | Hold |
2,509
| – | – | 0.05% | 59 |
|
|
2023
Q4 | $58.1K | Hold |
2,509
| – | – | 0.05% | 54 |
|
|
2023
Q3 | $54.7K | Hold |
2,509
| – | – | 0.06% | 54 |
|
|
2023
Q2 | $55.9K | Hold |
2,509
| – | – | 0.06% | 53 |
|
|
2023
Q1 | $56.4K | Hold |
2,509
| – | – | 0.06% | 54 |
|
|
2022
Q4 | $54.4K | Buy |
+2,509
| New | +$54.4K | 0.07% | 58 |
|