Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $145 Million
  • Q1 2025

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 18,385 shares of IBDU stock, worth $426,348. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,385
Previous 17,273 6.44%
Holding current value
$426,348
Previous $393,000 8.14%
% of portfolio
0.29%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$22.61 - $23.14 $25,142 - $25,731
1,112 Added 6.44%
18,385 $425,000
Q4 2024

Feb 04, 2025
SELL
$22.71 - $23.47 $78,463 - $81,088
-3,455 Reduced 16.67%
17,273 $393,000
Q1 2023

May 08, 2023
SELL
$21.99 - $23.12 $248,750 - $261,533
-11,312 Reduced 35.31%
20,728 $474,000
Q3 2022

Oct 21, 2022
SELL
$21.55 - $23.64 $358,742 - $393,535
-16,647 Reduced 34.19%
32,040 $698,000
Q2 2022

Jul 25, 2022
BUY
$22.39 - $24.47 $32,510 - $35,530
1,452 Added 3.07%
48,687 $1.11 Million
Q1 2022

May 06, 2022
BUY
$24.25 - $26.14 $142,590 - $153,703
5,880 Added 14.22%
47,235 $1.16 Million
Q4 2021

Jan 21, 2022
SELL
$26.12 - $26.7 $121,875 - $124,582
-4,666 Reduced 10.14%
41,355 $1.09 Million
Q1 2021

May 12, 2021
BUY
$25.95 - $27.44 $1.19 Million - $1.26 Million
46,021 New
46,021 $1.2 Million

Others Institutions Holding IBDU

# of Institutions
295
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Bradley & Co. Private Wealth Management, LLC Portfolio

Follow Bradley & Co. Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email