ARK & TLK Investments’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

ARK & TLK Investments’s Portfolio IBIF Stock Details IBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$487K	Hold	18,512	–	–	0.12%	86
2026 Q1	$486K	Hold	18,512	–	–	0.13%	78
2025 Q4	$482K	Hold	18,512	–	–	0.13%	78
2025 Q3	$491K	Hold	18,512	–	–	0.16%	74
2025 Q2	$489K	Buy	18,512 +489	+3%	+$12.8K	0.16%	76
2025 Q1	$476K	Hold	18,023	–	–	0.17%	72
2024 Q4	$457K	Hold	18,023	–	–	0.16%	73
2024 Q3	$472K	Hold	18,023	–	–	0.17%	69
2024 Q2	$464K	Hold	18,023	–	–	0.17%	67
2024 Q1	$463K	Buy	18,023 +7,267	+68%	+$185K	0.18%	68
2023 Q4	$275K	Buy	+10,756	New	+$270K	0.11%	90

Other funds holding IBIF

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

ARK & TLK Investments held its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) position steady in Q2 2026 at 18,512 shares worth $487K. The position accounts for 0.12% of the portfolio, ranked #86.

ARK & TLK Investments first reported a position in IBIF in Q4 2023 and has held it in 11 quarters since. The position peaked at $491K in Q3 2025. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

ARK & TLK Investments held 18,512 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $487K as of Q2 2026.
ARK & TLK Investments left its iShares iBonds Oct 2029 Term TIPS ETF share count unchanged in Q2 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.12% of ARK & TLK Investments's portfolio in Q2 2026, its #86 holding.
ARK & TLK Investments first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q4 2023 and has held it in 11 quarters since.
ARK & TLK Investments's iShares iBonds Oct 2029 Term TIPS ETF position peaked at $491K in Q3 2025.
10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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