Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Bradley & Co. Private Wealth Management, LLC
- $162 Million
- Q2 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 $432,782. This represents 0.26% of its overall portfolio holdings.
Number of Shares
18,385
              Previous 18,385
              
        
           -0.0%
        
      
          
        Holding current value
$432,782
            Previous $425,000
            
        
           0.71%
        
      
          
        % of portfolio
0.26%
            Previous 0.29%
          
        Shares
	  8 transactions
	
  Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
- 
    
      Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
- 
    
      Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
- 
    
      Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
- 
    
      Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio