Bradley & Co Private Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-315	Closed	-$7.01K	–	186
2024 Q1	$7.01K	Hold	315	–	–	0.01%	128
2023 Q4	$7K	Hold	315	–	–	0.01%	137
2023 Q3	$6.78K	Hold	315	–	–	0.01%	122
2023 Q2	$6.88K	Hold	315	–	–	0.01%	123
2023 Q1	$6.92K	Hold	315	–	–	0.01%	124
2022 Q4	$6.73K	Buy	+315	New	+$6.73K	0.01%	125

Other funds holding IBHG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFS

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2024, closing a stake of 315 shares — an estimated $7.01K sold.

Bradley & Co Private Wealth Management first reported a position in IBHG in Q4 2022 and held it in 6 quarters. The position peaked at $7.01K in Q1 2024. 46 funds tracked by Wall St. Rank hold IBHG as of Q2 2024.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 315 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2024, an estimated $7.01K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2022 and held it in 6 quarters.
Bradley & Co Private Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $7.01K in Q1 2024.
46 funds tracked by Wall St. Rank held iShares iBonds 2027 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.