A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 1,312 shares of IBDW stock, worth $27,827. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,312
Previous 1,658 20.87%
Holding current value
$27,827
Previous $33,000 21.21%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$19.84 - $20.44 $6,864 - $7,072
-346 Reduced 20.87%
1,312 $26,000
Q1 2023

May 08, 2023

SELL
$19.77 - $21.01 $105,591 - $112,214
-5,341 Reduced 76.31%
1,658 $34,000
Q4 2022

Feb 13, 2023

BUY
$18.9 - $20.59 $6,539 - $7,124
346 Added 5.2%
6,999 $139,000
Q3 2022

Oct 21, 2022

SELL
$19.27 - $21.63 $46,633 - $52,344
-2,420 Reduced 26.67%
6,653 $130,000
Q1 2022

May 06, 2022

SELL
$22.42 - $24.65 $87,908 - $96,652
-3,921 Reduced 30.18%
9,073 $207,000
Q4 2021

Jan 21, 2022

BUY
$24.56 - $25.13 $319,132 - $326,539
12,994 New
12,994 $323,000

Others Institutions Holding IBDW

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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.