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ARK & TLK Investments’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

ARK & TLK Investments’s Portfolio IBIG Stock Details IBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494K Hold
18,825
– – 0.12% 84
2026
Q1 		$494K Hold
18,825
– – 0.13% 77
2025
Q4 		$490K Hold
18,825
– – 0.13% 76
2025
Q3 		$502K Sell
18,825
-400
-2% -$10.6K 0.16% 72
2025
Q2 		$509K Buy
19,225
+481
+3% +$12.6K 0.16% 73
2025
Q1 		$495K Hold
18,744
– – 0.17% 69
2024
Q4 		$474K Buy
18,744
+400
+2% +$10.3K 0.16% 71
2024
Q3 		$483K Hold
18,344
– – 0.17% 67
2024
Q2 		$473K Hold
18,344
– – 0.18% 65
2024
Q1 		$471K Buy
18,344
+7,369
+67% +$188K 0.18% 67
2023
Q4 		$282K Buy
+10,975
New +$274K 0.11% 89

Other funds holding IBIG

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

ARK & TLK Investments held its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) position steady in Q2 2026 at 18,825 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #84.

ARK & TLK Investments first reported a position in IBIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $509K in Q2 2025. 21 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • ARK & TLK Investments held 18,825 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $494K as of Q2 2026.
  • ARK & TLK Investments left its iShares iBonds Oct 2030 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2030 Term TIPS ETF made up 0.12% of ARK & TLK Investments's portfolio in Q2 2026, its #84 holding.
  • ARK & TLK Investments first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • ARK & TLK Investments's iShares iBonds Oct 2030 Term TIPS ETF position peaked at $509K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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