Bradley & Co Private Wealth Management’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,337
Closed -$56K 171
2021
Q3
$56K Sell
2,337
-863
-27% -$20.8K 0.05% 85
2021
Q2
$77K Sell
3,200
-290
-8% -$7.02K 0.07% 81
2021
Q1
$84K Buy
+3,490
New +$84.6K 0.08% 78

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

Bradley & Co Private Wealth Management sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2021, closing a stake of 2,337 shares — an estimated $56K sold.

Bradley & Co Private Wealth Management first reported a position in IBHA in Q1 2021 and held it in 3 quarters. The position peaked at $84K in Q1 2021. 0 funds tracked by Wall St. Rank hold IBHA as of Q4 2021.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 2,337 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2021, an estimated $56K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q1 2021 and held it in 3 quarters.
  • Bradley & Co Private Wealth Management's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $84K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2021.

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