Bradley & Co Private Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,769	Closed	-$167K	–	174
2021 Q3	$167K	Sell	6,769 -4,308	-39%	-$107K	0.14%	53
2021 Q2	$274K	Buy	11,077 +1,575	+17%	+$39.1K	0.24%	44
2021 Q1	$236K	Buy	+9,502	New	+$236K	0.22%	46

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBDM Position: Q4 2021 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 6,769 shares — an estimated $167K sold.

Bradley & Co Private Wealth Management first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $274K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 6,769 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $167K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $274K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.