Bradley & Co. Private Wealth Management, LLC
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1861678
MIAMI, FL
All Filings in IBHI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $3,374,684 | 144,942 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 IBHI | $3,424,979 | 144,942 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 IBHI | $3,467,169 | 145,374 | Shares | Other | 2025-11-12 | |
| 2025-06-30 IBHI | $3,443,909 | 145,374 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 IBHI | $2,787,352 | 120,041 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 IBHI | $51,590 | 2,200 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 IBHI | $50,894 | 2,200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 IBHI | $58,635 | 2,509 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 IBHI | $58,068 | 2,509 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 IBHI | $54,708 | 2,509 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 IBHI | $55,913 | 2,509 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 IBHI | $56,377 | 2,509 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 IBHI | $54,244 | 2,509 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||