Bradley & Co Private Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,939	Closed	-$130K	–	173
2021 Q2	$130K	Hold	4,939	–	–	0.11%	61
2021 Q1	$130K	Buy	+4,939	New	+$130K	0.12%	65

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2021, closing a stake of 4,939 shares — an estimated $130K sold.

Bradley & Co Private Wealth Management first reported a position in IBMK in Q1 2021 and held it in 2 quarters. The position peaked at $130K in Q2 2021. 151 funds tracked by Wall St. Rank hold IBMK as of Q3 2021.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 4,939 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2021, an estimated $130K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2021 and held it in 2 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $130K in Q2 2021.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 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.