Bradley & Co Private Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,938	Closed	-$161K	–	156
2021 Q4	$161K	Buy	5,938 +4,006	+207%	+$108K	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	+$52.5K	0.05%	93

Other funds holding IBMP

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PWM

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

WSTAM

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q1 2022, closing a stake of 5,938 shares — an estimated $161K sold.

Bradley & Co Private Wealth Management first reported a position in IBMP in Q1 2021 and held it in 4 quarters. The position peaked at $161K in Q4 2021. 53 funds tracked by Wall St. Rank hold IBMP as of Q1 2022.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 5,938 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2022, an estimated $161K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $161K in Q4 2021.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 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.