BCPWM
IBIC icon

Bradley & Co Private Wealth Management’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Bradley & Co Private Wealth Management’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
2026
Q2 		$95.7K Hold
3,667
– – 0.05% 81
2026
Q1 		$95.1K Buy
+3,667
New +$94.2K 0.05% 73
2025
Q2 		– Sell
-5,669
Closed -$147K – 195
2025
Q1 		$147K Hold
5,669
– – 0.1% 49
2024
Q4 		$144K Buy
+5,669
New +$145K 0.09% 47

Other funds holding IBIC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBIC Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q2 2026 at 3,667 shares worth $95.7K. The position accounts for 0.05% of the portfolio, ranked #81.

Bradley & Co Private Wealth Management first reported a position in IBIC in Q4 2024 and has held it in 4 quarters since. The position peaked at $147K in Q1 2025. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Bradley & Co Private Wealth Management held 3,667 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $95.7K as of Q2 2026.
  • Bradley & Co Private Wealth Management left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.05% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2024 and has held it in 4 quarters since.
  • Bradley & Co Private Wealth Management's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $147K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.