Bradley & Co Private Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,295	Closed	-$128K	–	172
2022 Q4	$128K	Hold	5,295	–	–	0.16%	40
2022 Q3	$125K	Buy	+5,295	New	+$134K	0.15%	48

Other funds holding IBDX

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

RJFSA

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

SHA

Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

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

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

Bradley & Co Private Wealth Management's IBDX Position: Q1 2023 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2023, closing a stake of 5,295 shares — an estimated $128K sold.

Bradley & Co Private Wealth Management first reported a position in IBDX in Q3 2022 and held it in 2 quarters. The position peaked at $128K in Q4 2022. 36 funds tracked by Wall St. Rank hold IBDX as of Q1 2023.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 5,295 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2023, an estimated $128K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and held it in 2 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $128K in Q4 2022.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.