Bradley & Co Private Wealth Management’s iShares iBonds 2022 Term High Yield and Income ETF IBHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,000
Closed -$24K 189
2022
Q3
$24K Hold
1,000
0.03% 92
2022
Q2
$24K Hold
1,000
0.03% 105
2022
Q1
$24K Sell
1,000
-1,341
-57% -$32.2K 0.02% 107
2021
Q4
$56K Hold
2,341
0.04% 87
2021
Q3
$56K Sell
2,341
-896
-28% -$21.7K 0.05% 84
2021
Q2
$79K Sell
3,237
-288
-8% -$6.99K 0.07% 79
2021
Q1
$86K Buy
+3,525
New +$85.4K 0.08% 76

Bradley & Co Private Wealth Management's IBHB Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds 2022 Term High Yield and Income ETF (IBHB) in Q4 2022, closing a stake of 1,000 shares — an estimated $24K sold.

Bradley & Co Private Wealth Management first reported a position in IBHB in Q1 2021 and held it in 7 quarters. The position peaked at $86K in Q1 2021. 0 funds tracked by Wall St. Rank hold IBHB as of Q4 2022.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds 2022 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 1,000 iShares iBonds 2022 Term High Yield and Income ETF shares in Q4 2022, an estimated $24K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2022 Term High Yield and Income ETF in Q1 2021 and held it in 7 quarters.
  • Bradley & Co Private Wealth Management's iShares iBonds 2022 Term High Yield and Income ETF position peaked at $86K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2022 Term High Yield and Income ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.