Bradley & Co Private Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$23.2K	Hold	1,000	–	–	0.02%	92
2024 Q1	$23.3K	Sell	1,000 -250	-20%	-$5.82K	0.02%	94
2023 Q4	$29K	Hold	1,250	–	–	0.03%	79
2023 Q3	$29K	Hold	1,250	–	–	0.03%	81
2023 Q2	$28.9K	Sell	1,250 -45	-3%	-$1.03K	0.03%	81
2023 Q1	$30K	Sell	1,295 -3,495	-73%	-$80.4K	0.03%	78
2022 Q4	$109K	Buy	4,790 +295	+7%	+$6.68K	0.13%	43
2022 Q3	$100K	Hold	4,495	–	–	0.12%	51
2022 Q2	$100K	Hold	4,495	–	–	0.11%	61
2022 Q1	$107K	Hold	4,495	–	–	0.09%	63
2021 Q4	$110K	Hold	4,495	–	–	0.09%	66
2021 Q3	$111K	Hold	4,495	–	–	0.1%	66
2021 Q2	$112K	Sell	4,495 -13,200	-75%	-$326K	0.1%	71
2021 Q1	$436K	Buy	+17,695	New	+$432K	0.4%	37

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bradley & Co Private Wealth Management held its iShares iBonds 2024 Term High Yield and Income ETF (IBHD) position steady in Q2 2024 at 1,000 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #92.

Bradley & Co Private Wealth Management first reported a position in IBHD in Q1 2021 and has held it in 14 quarters since. The position peaked at $436K in Q1 2021. 124 funds tracked by Wall St. Rank hold IBHD as of Q2 2024.

Bradley & Co Private Wealth Management held 1,000 shares of iShares iBonds 2024 Term High Yield and Income ETF worth $23.2K as of Q2 2024.
Bradley & Co Private Wealth Management left its iShares iBonds 2024 Term High Yield and Income ETF share count unchanged in Q2 2024.
iShares iBonds 2024 Term High Yield and Income ETF made up 0.02% of Bradley & Co Private Wealth Management's portfolio in Q2 2024, its #92 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2021 and has held it in 14 quarters since.
Bradley & Co Private Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $436K in Q1 2021.
124 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q2 2024.

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