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

Bradley & Co. Private Wealth Management, LLC

$159 Million
Q4 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 17,273 shares of IBDU stock, worth $396,760. This represents 0.25% of its overall portfolio holdings.

Number of Shares

17,273

Previous 20,728 16.67%

Holding current value

$396,760

Previous $469,000 16.2%

% of portfolio

0.25%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$22.71 - $23.47 $78,463 - $81,088	-3,455 Reduced 16.67%	17,273 $393,000
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

268

Shares Held

80.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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