Bradley & Co Private Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$13.2K	Sell	526 -372	-41%	-$9.32K	0.01%	110
2024 Q1	$22.5K	Hold	898	–	–	0.02%	97
2023 Q4	$22.4K	Hold	898	–	–	0.02%	92
2023 Q3	$22.2K	Hold	898	–	–	0.02%	90
2023 Q2	$22.1K	Sell	898 -405	-31%	-$9.96K	0.02%	95
2023 Q1	$32K	Sell	1,303 -479	-27%	-$11.8K	0.04%	74
2022 Q4	$43.5K	Sell	1,782 -320	-15%	-$7.8K	0.05%	65
2022 Q3	$51K	Sell	2,102 -11,568	-85%	-$286K	0.06%	67
2022 Q2	$338K	Sell	13,670 -2,208	-14%	-$54.9K	0.37%	33
2022 Q1	$399K	Sell	15,878 -5,591	-26%	-$142K	0.34%	34
2021 Q4	$557K	Buy	21,469 +1,242	+6%	+$32.3K	0.45%	31
2021 Q3	$532K	Hold	20,227	–	–	0.46%	32
2021 Q2	$533K	Hold	20,227	–	–	0.47%	31
2021 Q1	$533K	Buy	+20,227	New	+$536K	0.49%	32

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBDP Position: Q2 2024 in Review

Bradley & Co Private Wealth Management reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 41% in Q2 2024, selling an estimated $9.32K and leaving 526 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #110.

Bradley & Co Private Wealth Management first reported a position in IBDP in Q1 2021 and has held it in 14 quarters since. The position peaked at $557K in Q4 2021. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

Bradley & Co Private Wealth Management held 526 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $13.2K as of Q2 2024.
Bradley & Co Private Wealth Management sold 372 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $9.32K.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2024, its #110 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and has held it in 14 quarters since.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $557K in Q4 2021.
354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.