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ARK & TLK Investments’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

ARK & TLK Investments’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 		$441K Hold
16,917
– – 0.11% 94
2026
Q1 		$439K Hold
16,917
– – 0.12% 89
2025
Q4 		$432K Hold
16,917
– – 0.12% 88
2025
Q3 		$439K Hold
16,917
– – 0.14% 83
2025
Q2 		$439K Hold
16,917
– – 0.14% 83
2025
Q1 		$440K Hold
16,917
– – 0.15% 78
2024
Q4 		$430K Hold
16,917
– – 0.15% 81
2024
Q3 		$434K Hold
16,917
– – 0.15% 75
2024
Q2 		$435K Hold
16,917
– – 0.16% 74
2024
Q1 		$432K Buy
16,917
+6,886
+69% +$175K 0.17% 74
2023
Q4 		$254K Buy
+10,031
New +$252K 0.1% 94

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
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 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

ARK & TLK Investments's IBIC Position: Q2 2026 in Review

ARK & TLK Investments held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q2 2026 at 16,917 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #94.

ARK & TLK Investments first reported a position in IBIC in Q4 2023 and has held it in 11 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • ARK & TLK Investments held 16,917 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $441K as of Q2 2026.
  • ARK & TLK Investments left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.11% of ARK & TLK Investments's portfolio in Q2 2026, its #94 holding.
  • ARK & TLK Investments first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.