Bradley & Co Private Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-300	Closed	-$7K	–	187
2024 Q1	$7K	Hold	300	–	–	0.01%	129
2023 Q4	$6.99K	Hold	300	–	–	0.01%	138
2023 Q3	$6.65K	Hold	300	–	–	0.01%	124
2023 Q2	$6.77K	Hold	300	–	–	0.01%	125
2023 Q1	$6.83K	Hold	300	–	–	0.01%	126
2022 Q4	$6.63K	Buy	+300	New	+$6.65K	0.01%	127

Other funds holding IBHH

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

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

LIA

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

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

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

RJFSA

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2024, closing a stake of 300 shares — an estimated $7K sold.

Bradley & Co Private Wealth Management first reported a position in IBHH in Q4 2022 and held it in 6 quarters. The position peaked at $7K in Q1 2024. 36 funds tracked by Wall St. Rank hold IBHH as of Q2 2024.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds 2028 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 2028 Term High Yield and Income ETF shares in Q2 2024, an estimated $7K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2022 and held it in 6 quarters.
Bradley & Co Private Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $7K in Q1 2024.
36 funds tracked by Wall St. Rank held iShares iBonds 2028 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.