Bradley & Co Private Wealth Management’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBID Stock Details IBID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$600K	Buy	22,855 +31	+0.1%	+$813	0.29%	37
2026 Q1	$596K	Buy	22,824 +14,418	+172%	+$374K	0.31%	33
2025 Q4	$217K	Hold	8,406	–	–	0.11%	54
2025 Q3	$221K	Hold	8,406	–	–	0.12%	44
2025 Q2	$220K	Sell	8,406 -5,880	-41%	-$153K	0.13%	40
2025 Q1	$376K	Hold	14,286	–	–	0.26%	31
2024 Q4	$364K	Buy	+14,286	New	+$366K	0.23%	29
2024 Q2	$216K	Buy	8,406 +4,473	+114%	+$114K	0.16%	36
2024 Q1	$101K	Buy	+3,933	New	+$100K	0.08%	46

Other funds holding IBID

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 0.14% in Q2 2026, buying an estimated $813 and bringing the position to 22,855 shares worth $600K. The position accounts for 0.29% of the portfolio, ranked #37.

Bradley & Co Private Wealth Management first reported a position in IBID in Q1 2024 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

Bradley & Co Private Wealth Management held 22,855 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $600K as of Q2 2026.
Bradley & Co Private Wealth Management bought 31 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $813.
iShares iBonds Oct 2027 Term TIPS ETF made up 0.29% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #37 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q1 2024 and has held it in 9 quarters since.
33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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