Bradley & Co. Private Wealth Management, LLC IBHI Holdings History
Bradley & Co. Private Wealth Management, LLC's iShares iBonds 2029 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, Bradley & Co. Private Wealth Management, LLC held 120,041.00 shares of iShares iBonds 2029 Term High Yield and Income ETF(IBHI), totaling $2.79 Mil. This investment constitutes 1.9% of their stock portfolio, and Bradley & Co. Private Wealth Management, LLC now holds 1.75% of the outstanding iShares iBonds 2029 Term High Yield and Income ETF(IBHI) stock.
The initial trade took place in 2022Q4. And since then Bradley & Co. Private Wealth Management, LLC has made 2 purchases of IBHI, at an average price of $23.51, for a total of 120,350.00 shares. In addition, there have been 1 sales at an average price of $23.02 for 309.00 shares. Based on historical transaction data and IBHI's current price of $23.62, Bradley & Co. Private Wealth Management, LLC's estimated gain on his IBHI holdings is $12,579.67, reflecting a 0.44% gain to date.
Bradley & Co. Private Wealth Management, LLC IBHI ($23.62) Holding Chart
Bradley & Co. Private Wealth Management, LLC IBHI ($23.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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