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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
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

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
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 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

ARK & TLK Investments's IBIC Position: Q1 2026 in Review

ARK & TLK Investments held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q1 2026 at 16,917 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #89.

ARK & TLK Investments first reported a position in IBIC in Q4 2023 and has held it in 10 quarters since. The position peaked at $440K in Q1 2025. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • ARK & TLK Investments held 16,917 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $439K as of Q1 2026.
  • ARK & TLK Investments left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q1 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.12% of ARK & TLK Investments's portfolio in Q1 2026, its #89 holding.
  • ARK & TLK Investments first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2023 and has held it in 10 quarters since.
  • ARK & TLK Investments's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $440K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on ARK & TLK Investments's 13F filing for Q1 2026, filed 12 May 2026.