Bradley & Co Private Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-300	Closed	-$6.92K	–	185
2024 Q1	$6.92K	Hold	300	–	–	0.01%	131
2023 Q4	$6.88K	Hold	300	–	–	0.01%	139
2023 Q3	$6.76K	Hold	300	–	–	0.01%	123
2023 Q2	$6.83K	Hold	300	–	–	0.01%	124
2023 Q1	$6.84K	Hold	300	–	–	0.01%	125
2022 Q4	$6.71K	Buy	+300	New	+$6.7K	0.01%	126

Other funds holding IBHF

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

BWFA

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

Bradley & Co Private Wealth Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2024, closing a stake of 300 shares — an estimated $6.92K sold.

Bradley & Co Private Wealth Management first reported a position in IBHF in Q4 2022 and held it in 6 quarters. The position peaked at $6.92K in Q1 2024. 84 funds tracked by Wall St. Rank hold IBHF as of Q2 2024.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 300 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2024, an estimated $6.92K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and held it in 6 quarters.
Bradley & Co Private Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $6.92K in Q1 2024.
84 funds tracked by Wall St. Rank held iShares iBonds 2026 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.