Bradley & Co Private Wealth Management’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$631K	Buy	23,989 +25	+0.1%	+$659	0.3%	34
2026 Q1	$629K	Buy	23,964 +16,310	+213%	+$426K	0.33%	30
2025 Q4	$199K	Hold	7,654	–	–	0.11%	56
2025 Q3	$202K	Hold	7,654	–	–	0.11%	47
2025 Q2	$201K	Sell	7,654 -6,120	-44%	-$160K	0.12%	43
2025 Q1	$362K	Hold	13,774	–	–	0.25%	32
2024 Q4	$350K	Buy	+13,774	New	+$353K	0.22%	31
2024 Q2	$197K	Hold	7,654	–	–	0.15%	38
2024 Q1	$196K	Buy	+7,654	New	+$195K	0.16%	36

Other funds holding IBIE

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

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

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 0.1% in Q2 2026, buying an estimated $659 and bringing the position to 23,989 shares worth $631K. The position accounts for 0.3% of the portfolio, ranked #34.

Bradley & Co Private Wealth Management first reported a position in IBIE in Q1 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

Bradley & Co Private Wealth Management held 23,989 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $631K as of Q2 2026.
Bradley & Co Private Wealth Management bought 25 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $659.
iShares iBonds Oct 2028 Term TIPS ETF made up 0.3% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #34 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q1 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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