Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Bradley & Co. Private Wealth Management, LLC

$178 Million
Q3 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$25.42 - $26.86 $151,350 - $159,924	-5,954 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$26.8 - $26.92 $107,521 - $108,003	4,012 Added 206.59%	5,954 $160,000
Q1 2021 May 12, 2021	BUY	$26.74 - $27.23 $51,929 - $52,880	1,942 New	1,942 $52,000

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2M
Shares

$51.3 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

1.07M
Shares

$27.4 Million
0.05% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

724K
Shares

$18.5 Million
0.52% of portfolio
Us Bancorp \De\

721K
Shares

$18.5 Million
0.02% of portfolio
New Edge Advisors, LLC New Orleans, LA

645K
Shares

$16.5 Million
0.08% of portfolio

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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