A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 145,374 shares of IBHI stock, worth $3.42 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
145,374
Previous 120,041 21.1%
Holding current value
$3.42 Million
Previous $2.79 Million 23.54%
% of portfolio
2.12%
Previous 1.92%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$22.15 - $23.69 $561,125 - $600,138
25,333 Added 21.1%
145,374 $3.44 Million
Q1 2025

May 01, 2025

BUY
$23.15 - $23.78 $2.73 Million - $2.8 Million
117,841 Added 5356.41%
120,041 $2.79 Million
Q2 2024

Jul 31, 2024

SELL
$22.65 - $23.22 $6,998 - $7,174
-309 Reduced 12.32%
2,200 $50,000
Q4 2022

Feb 13, 2023

BUY
$21.06 - $22.49 $52,839 - $56,427
2,509 New
2,509 $54,000

Others Institutions Holding IBHI

About ISHARES TR IBONDS 2029 TERM HI


  • Ticker IBHI
  • Sector ETFs
  • Industry ETFs
More about IBHI
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.