Bradley & Co Private Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Hold	144,942	–	–	1.78%	14
2025 Q4	$3.42M	Sell	144,942 -432	-0.3%	-$10.2K	1.81%	15
2025 Q3	$3.47M	Hold	145,374	–	–	1.92%	15
2025 Q2	$3.44M	Buy	145,374 +25,333	+21%	+$585K	2.11%	13
2025 Q1	$2.79M	Buy	120,041 +117,841	+5,356%	+$2.77M	1.9%	13
2024 Q4	$51.6K	Buy	+2,200	New	+$52K	0.03%	71
2024 Q2	$50.9K	Sell	2,200 -309	-12%	-$7.11K	0.04%	67
2024 Q1	$58.6K	Hold	2,509	–	–	0.05%	59
2023 Q4	$58.1K	Hold	2,509	–	–	0.05%	54
2023 Q3	$54.7K	Hold	2,509	–	–	0.06%	54
2023 Q2	$55.9K	Hold	2,509	–	–	0.06%	53
2023 Q1	$56.4K	Hold	2,509	–	–	0.06%	54
2022 Q4	$54.4K	Buy	+2,509	New	+$54.6K	0.07%	58

Other funds holding IBHI

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

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

Northwestern Mutual Wealth Management

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

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

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

Commonwealth Equity Services

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

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America

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