BCPWM
IBMJ

Bradley & Co Private Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,955
Closed -$127K – 174
2021
Q2 		$127K Hold
4,955
– – 0.11% 65
2021
Q1 		$127K Buy
+4,955
New +$128K 0.12% 66

Other funds holding IBMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBMJ Position: Q3 2021 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021, closing a stake of 4,955 shares — an estimated $127K sold.

Bradley & Co Private Wealth Management first reported a position in IBMJ in Q1 2021 and held it in 2 quarters. The position peaked at $127K in Q2 2021. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 4,955 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2021, an estimated $127K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2021 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $127K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.