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Addison Advisors’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Addison Advisors’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Sell
102,743
-1,396
-1% -$35.9K 0.59% 45
2025
Q4 		$2.66M Buy
104,139
+6,490
+7% +$167K 0.6% 45
2025
Q3 		$2.53M Buy
97,649
+6,405
+7% +$165K 0.59% 42
2025
Q2 		$2.37M Buy
+91,244
New +$2.36M 0.59% 42

Other funds holding IBIC

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Addison Advisors's IBIC Position: Q1 2026 in Review

Addison Advisors reduced its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 1.3% in Q1 2026, selling an estimated $35.9K and leaving 102,743 shares worth $2.66M. The position accounts for 0.59% of the portfolio, ranked #45.

Addison Advisors first reported a position in IBIC in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • Addison Advisors held 102,743 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $2.66M as of Q1 2026.
  • Addison Advisors sold 1,396 iShares iBonds Oct 2026 Term TIPS ETF shares in Q1 2026, an estimated $35.9K.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.59% of Addison Advisors's portfolio in Q1 2026, its #45 holding.
  • Addison Advisors first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.