AA
IBIC icon

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
Q2 		$1.44M Sell
55,385
-47,358
-46% -$1.23M 0.68% 41
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Addison Advisors's IBIC Position: Q2 2026 in Review

Addison Advisors reduced its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 46% in Q2 2026, selling an estimated $1.23M and leaving 55,385 shares worth $1.44M. The position accounts for 0.68% of the portfolio, ranked #41.

Addison Advisors first reported a position in IBIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.66M in Q1 2026. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Addison Advisors held 55,385 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $1.44M as of Q2 2026.
  • Addison Advisors sold 47,358 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $1.23M.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.68% of Addison Advisors's portfolio in Q2 2026, its #41 holding.
  • Addison Advisors first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • Addison Advisors's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $2.66M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.