Bradley & Co. Private Wealth Management, LLC IBDU — ISHARES TR

Ownership history in Bradley & Co. Private Wealth Management, LLC  ·  20 quarters on record

AI Ownership Summary

Bradley & Co. Private Wealth Management, LLC reported ISHARES TR (IBDU) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2023 Q4. The latest visible filing shows IBDU at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bradley & Co. Private Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBDU was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDU stock page Bradley & Co. Private Wealth Management, LLC fund profile Bradley & Co. Private Wealth Management, LLC full holdings
How Bradley & Co. Private Wealth Management, LLC held IBDU — position size vs. price
% of Fund (quarterly)    IBDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 17,151 — 0% 0.21% $399K 2026-05-13 $23.08
2025 Q4 REDUCED 6.7% +0.1% ❌ 17,151 -1,234 -6.7% 0.21% $401K 2026-02-11 $23.10
2025 Q3 UNCHANGED — — — 18,385 — 0% 0.24% $431K 2025-11-12 $22.79
2025 Q2 UNCHANGED — — — 18,385 — 0% 0.26% $429K 2025-08-07 $22.46
2025 Q1 ADDED — — — 18,385 +1,112 +6.4% 0.29% $425K 2025-05-01 $21.94
2024 Q4 REDUCED 16.7% +2.2% ❌ 17,273 -3,455 -16.7% 0.25% $394K 2025-02-04 $21.50
2024 Q2 UNCHANGED — — — 20,728 — 0% 0.35% $470K 2024-07-31 $21.10
2024 Q1 UNCHANGED — — — 20,728 — 0% 0.38% $473K 2024-04-29 $20.26
2023 Q4 UNCHANGED — — — 20,728 — 0% 0.44% $478K 2024-02-02 $20.52
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBDU

As of 2026 Q1 — sorted by position size

ES4, LLC 6.8% SHUFRO ROSE & CO LLC 3Y 7Y 6.29% Seven Springs Wealth Group, LLC 3Y 6.26% THREADGILL FINANCIAL, LLC 3Y 6.24% Gratus Wealth Advisors, LLC 5.08% Ruggaard & Associates LLC 3Y 4.72% Peloton Wealth Strategists 3Y 7Y 3.7% Windsor Capital Management, LLC 3Y 7Y 3.56% ARCADIA INVESTMENT ADVISORS LLC 3.53% Sound View Wealth Advisors Group, LLC 3Y 2.79%

FAQ About Bradley & Co. Private Wealth Management, LLC and IBDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bradley & Co. Private Wealth Management, LLC reported owning IBDU?

Bradley & Co. Private Wealth Management, LLC reported IBDU across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBDU position in Bradley & Co. Private Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IBDU was 0.44% in 2023 Q4.

What is the latest reported IBDU position on this page?

The most recent filing on this page is 2026 Q1, when Bradley & Co. Private Wealth Management, LLC reported 17,151 shares, equal to 0.21% of portfolio, with an estimated market value of $399K.

What does the chart on this IBDU ownership page compare?

The chart compares Bradley & Co. Private Wealth Management, LLC's quarterly IBDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bradley & Co. Private Wealth Management, LLC time their IBDU position?

Based on 13F filing dates vs. subsequent IBDU price moves, Bradley & Co. Private Wealth Management, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on IBDU relative to SPY over the holding period was -11.2%.

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