Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 19,481 shares of IBDT stock, worth $487,414. This represents 0.36% of its overall portfolio holdings.

Number of Shares

19,481

Previous 19,481 -0.0%

Holding current value

$487,414

Previous $485,000 0.62%

% of portfolio

0.36%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	SELL	$24.16 - $25.2 $201,880 - $210,571	-8,356 Reduced 30.02%	19,481 $485,000
Q3 2022 Oct 21, 2022	SELL	$23.63 - $25.66 $387,768 - $421,080	-16,410 Reduced 37.09%	27,837 $662,000
Q2 2022 Jul 25, 2022	BUY	$24.36 - $26.23 $106,185 - $114,336	4,359 Added 10.93%	44,247 $1.11 Million
Q1 2022 May 06, 2022	SELL	$26.1 - $28.23 $462,779 - $500,546	-17,731 Reduced 30.77%	39,888 $1.05 Million
Q4 2021 Jan 21, 2022	SELL	$28.15 - $28.74 $24,096 - $24,601	-856 Reduced 1.46%	57,619 $1.63 Million
Q1 2021 May 12, 2021	BUY	$28.18 - $29.55 $1.65 Million - $1.73 Million	58,475 New	58,475 $1.66 Million

Others Institutions Holding IBDT

# of Institutions

299

Shares Held

67M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Account

Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History