Bradley & Co Private Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,895	Closed	-$161K	–	157
2021 Q4	$161K	Buy	5,895 +4,711	+398%	+$128K	0.13%	55
2021 Q3	$32K	Hold	1,184	–	–	0.03%	105
2021 Q2	$32K	Hold	1,184	–	–	0.03%	113
2021 Q1	$32K	Buy	+1,184	New	+$32.5K	0.03%	110

Other funds holding IBMQ

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CIM

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

Bradley & Co Private Wealth Management sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2022, closing a stake of 5,895 shares — an estimated $161K sold.

Bradley & Co Private Wealth Management first reported a position in IBMQ in Q1 2021 and held it in 4 quarters. The position peaked at $161K in Q4 2021. 44 funds tracked by Wall St. Rank hold IBMQ as of Q1 2022.

Bradley & Co Private Wealth Management reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 5,895 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2022, an estimated $161K.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
Bradley & Co Private Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $161K in Q4 2021.
44 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 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.