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Austin Private Wealth’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Austin Private Wealth’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
2025
Q4 		$291K Hold
11,403
– – 0.02% 237
2025
Q3 		$296K Buy
11,403
+260
+2% +$6.71K 0.02% 239
2025
Q2 		$289K Hold
11,143
– – 0.02% 242
2025
Q1 		$290K Hold
11,143
– – 0.03% 229
2024
Q4 		$283K Hold
11,143
– – 0.03% 217
2024
Q3 		$286K Hold
11,143
– – 0.03% 207
2024
Q2 		$286K Hold
11,143
– – 0.03% 184
2024
Q1 		$282K Buy
11,143
+592
+6% +$15K 0.03% 184
2023
Q4 		$267K Buy
+10,551
New +$265K 0.03% 167

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QFA
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LPL Financial
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HNW
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AA
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return