BCPWM
IBDO

Bradley & Co Private Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-95
Closed -$2.41K – 214
2023
Q3 		$2.41K Hold
95
– – ﹤0.01% 153
2023
Q2 		$2.4K Sell
95
-799
-89% -$20.1K ﹤0.01% 155
2023
Q1 		$22.5K Sell
894
-880
-50% -$22.1K 0.02% 90
2022
Q4 		$44.4K Sell
1,774
-3,853
-68% -$96.2K 0.05% 63
2022
Q3 		$141K Sell
5,627
-7,238
-56% -$181K 0.17% 41
2022
Q2 		$323K Sell
12,865
-2,037
-14% -$51.2K 0.36% 34
2022
Q1 		$377K Sell
14,902
-5,061
-25% -$129K 0.32% 36
2021
Q4 		$513K Buy
19,963
+1,248
+7% +$32.2K 0.41% 33
2021
Q3 		$486K Hold
18,715
– – 0.42% 33
2021
Q2 		$488K Hold
18,715
– – 0.43% 32
2021
Q1 		$489K Buy
+18,715
New +$490K 0.45% 33

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBDO Position: Q4 2023 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 95 shares — an estimated $2.41K sold.

Bradley & Co Private Wealth Management first reported a position in IBDO in Q1 2021 and held it in 11 quarters. The position peaked at $513K in Q4 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 95 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.41K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 11 quarters.
  • Bradley & Co Private Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $513K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2023, filed 2 Feb 2024.