Bradley & Co Private Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,954	Closed	-$160K	–	155
2021 Q4	$160K	Buy	5,954 +4,012	+207%	+$108K	0.13%	56
2021 Q3	$52K	Hold	1,942	–	–	0.04%	87
2021 Q2	$52K	Hold	1,942	–	–	0.05%	91
2021 Q1	$52K	Buy	+1,942	New	+$52.4K	0.05%	92

Other funds holding IBMO

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 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 $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PWM

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

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

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2022, closing a stake of 5,954 shares — an estimated $160K sold.

Bradley & Co Private Wealth Management first reported a position in IBMO in Q1 2021 and held it in 4 quarters. The position peaked at $160K in Q4 2021. 73 funds tracked by Wall St. Rank hold IBMO as of Q1 2022.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 5,954 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2022, an estimated $160K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $160K in Q4 2021.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 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.