BCPWM
Bradley & Co Private Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,938
| Closed | -$161K | – | 158 |
|
|
2021
Q4 | $161K | Buy |
5,938
+4,006
| +207% | +$109K | 0.13% | 54 |
|
|
2021
Q3 | $52K | Hold |
1,932
| – | – | 0.04% | 88 |
|
|
2021
Q2 | $52K | Hold |
1,932
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $52K | Buy |
+1,932
| New | +$52K | 0.05% | 93 |
|