BCPWM
IBML

Bradley & Co Private Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,953
Closed -$129K – 172
2021
Q2 		$129K Hold
4,953
– – 0.11% 62
2021
Q1 		$130K Buy
+4,953
New +$130K 0.12% 64

Other funds holding IBML

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2021, closing a stake of 4,953 shares — an estimated $129K sold.

Bradley & Co Private Wealth Management first reported a position in IBML in Q1 2021 and held it in 2 quarters. The position peaked at $130K in Q1 2021. 128 funds tracked by Wall St. Rank hold IBML as of Q3 2021.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 4,953 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2021, an estimated $129K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2021 and held it in 2 quarters.
  • Bradley & Co Private Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $130K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 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.