BCPWM
Bradley & Co Private Wealth Management’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
8,406
-5,880
| -41% | -$154K | 0.13% | 40 |
|
|
2025
Q1 | $376K | Hold |
14,286
| – | – | 0.26% | 31 |
|
|
2024
Q4 | $364K | Buy |
+14,286
| New | +$364K | 0.23% | 29 |
|
|
2024
Q2 | $216K | Buy |
8,406
+4,473
| +114% | +$115K | 0.16% | 36 |
|
|
2024
Q1 | $101K | Buy |
+3,933
| New | +$101K | 0.08% | 46 |
|