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 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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBID Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 172% in Q1 2026, buying an estimated $374K and bringing the position to 22,824 shares worth $596K. The position accounts for 0.31% of the portfolio, ranked #33.

Bradley & Co Private Wealth Management first reported a position in IBID in Q1 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

Bradley & Co Private Wealth Management held 22,824 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $596K as of Q1 2026.
Bradley & Co Private Wealth Management bought 14,418 iShares iBonds Oct 2027 Term TIPS ETF shares in Q1 2026, an estimated $374K.
iShares iBonds Oct 2027 Term TIPS ETF made up 0.31% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #33 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 8 quarters since.
29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.