BCPWM
IBIB

Bradley & Co Private Wealth Management’s iShares iBonds Oct 2025 Term TIPS ETF IBIB Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBIB Stock Details IBIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,984
Closed -$101K – 189
2024
Q4 		$101K Buy
+3,984
New +$101K 0.06% 53

Other funds holding IBIB

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBIB Position: Q1 2025 in Review

Bradley & Co Private Wealth Management sold out of iShares iBonds Oct 2025 Term TIPS ETF (IBIB) in Q1 2025, closing a stake of 3,984 shares — an estimated $101K sold.

Bradley & Co Private Wealth Management first reported a position in IBIB in Q4 2024 and held it in 1 quarter. The position peaked at $101K in Q4 2024. 17 funds tracked by Wall St. Rank hold IBIB as of Q1 2025.

  • Bradley & Co Private Wealth Management reported no remaining iShares iBonds Oct 2025 Term TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 3,984 iShares iBonds Oct 2025 Term TIPS ETF shares in Q1 2025, an estimated $101K.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2025 Term TIPS ETF in Q4 2024 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's iShares iBonds Oct 2025 Term TIPS ETF position peaked at $101K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Oct 2025 Term TIPS ETF as of Q1 2025.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.