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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

Other funds holding IBIC

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Austin Private Wealth's IBIC Position: Q4 2025 in Review

Austin Private Wealth held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q4 2025 at 11,403 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #237.

Austin Private Wealth first reported a position in IBIC in Q4 2023 and has held it in 9 quarters since. The position peaked at $296K in Q3 2025. 27 funds tracked by Wall St. Rank hold IBIC as of Q4 2025.

  • Austin Private Wealth held 11,403 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $291K as of Q4 2025.
  • Austin Private Wealth left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q4 2025.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #237 holding.
  • Austin Private Wealth first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2023 and has held it in 9 quarters since.
  • Austin Private Wealth's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $296K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.