ARK & TLK Investments’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Hold	52,770	–	–	0.34%	40
2026 Q1	$1.37M	Hold	52,770	–	–	0.37%	37
2025 Q4	$1.36M	Sell	52,770 -11,270	-18%	-$295K	0.38%	35
2025 Q3	$1.69M	Sell	64,040 -400	-0.6%	-$10.4K	0.54%	28
2025 Q2	$1.68M	Hold	64,440	–	–	0.54%	33
2025 Q1	$1.68M	Hold	64,440	–	–	0.59%	30
2024 Q4	$1.61M	Buy	64,440 +400	+0.6%	+$10.2K	0.56%	30
2024 Q3	$1.69M	Hold	64,040	–	–	0.6%	30
2024 Q2	$1.64M	Hold	64,040	–	–	0.61%	30
2024 Q1	$1.65M	Buy	64,040 +7,703	+14%	+$197K	0.64%	28
2023 Q4	$1.46M	Buy	+56,337	New	+$1.4M	0.58%	30

Other funds holding IBIJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JSA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

QFA

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

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

4FG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

ADL

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

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

ARK & TLK Investments held its iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) position steady in Q2 2026 at 52,770 shares worth $1.38M. The position accounts for 0.34% of the portfolio, ranked #40.

ARK & TLK Investments first reported a position in IBIJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2024. 13 funds tracked by Wall St. Rank hold IBIJ as of Q2 2026.

ARK & TLK Investments held 52,770 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $1.38M as of Q2 2026.
ARK & TLK Investments left its iShares iBonds Oct 2033 Term TIPS ETF share count unchanged in Q2 2026.
iShares iBonds Oct 2033 Term TIPS ETF made up 0.34% of ARK & TLK Investments's portfolio in Q2 2026, its #40 holding.
ARK & TLK Investments first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q4 2023 and has held it in 11 quarters since.
ARK & TLK Investments's iShares iBonds Oct 2033 Term TIPS ETF position peaked at $1.69M in Q3 2024.
13 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q2 2026.

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