BCPWM
IBHC

Bradley & Co Private Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBHC Stock Details IBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$23.6K – 212
2023
Q3 		$23.6K Hold
1,000
– – 0.02% 88
2023
Q2 		$23.6K Sell
1,000
-286
-22% -$6.75K 0.02% 89
2023
Q1 		$30.4K Hold
1,286
– – 0.03% 77
2022
Q4 		$30.2K Sell
1,286
-4,431
-78% -$104K 0.04% 77
2022
Q3 		$133K Hold
5,717
– – 0.16% 44
2022
Q2 		$133K Sell
5,717
-6,000
-51% -$142K 0.15% 55
2022
Q1 		$279K Sell
11,717
-415
-3% -$9.98K 0.24% 41
2021
Q4 		$297K Sell
12,132
-10,150
-46% -$249K 0.24% 41
2021
Q3 		$550K Buy
22,282
+10,150
+84% +$251K 0.47% 31
2021
Q2 		$301K Sell
12,132
-484
-4% -$11.9K 0.26% 43
2021
Q1 		$311K Buy
+12,616
New +$309K 0.29% 44

Other funds holding IBHC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 1,000 shares — an estimated $23.6K sold.

Bradley & Co Private Wealth Management first reported a position in IBHC in Q1 2021 and held it in 11 quarters. The position peaked at $550K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 1,000 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $23.6K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2021 and held it in 11 quarters.
  • Bradley & Co Private Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $550K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

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