Bradley & Co Private Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,293	Closed	-$120K	–	154
2021 Q4	$120K	Sell	4,293 -556	-11%	-$15.5K	0.1%	64
2021 Q3	$136K	Hold	4,849	–	–	0.12%	57
2021 Q2	$136K	Hold	4,849	–	–	0.12%	59
2021 Q1	$135K	Buy	+4,849	New	+$136K	0.12%	62

Other funds holding IBMN

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WSTAM

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBMN Position: Q1 2022 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2022, closing a stake of 4,293 shares — an estimated $120K sold.

Bradley & Co Private Wealth Management first reported a position in IBMN in Q1 2021 and held it in 4 quarters. The position peaked at $136K in Q3 2021. 86 funds tracked by Wall St. Rank hold IBMN as of Q1 2022.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 4,293 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2022, an estimated $120K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $136K in Q3 2021.
86 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.