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

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

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 20,728 shares of IBDU stock, worth $471,769. This represents 0.35% of its overall portfolio holdings.

Number of Shares

20,728

Previous 20,728 -0.0%

Holding current value

$471,769

Previous $473,000 0.85%

% of portfolio

0.35%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

235

Shares Held

59.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

More about IBDU

Track This Portfolio

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.

Account

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