Bradley & Co Private Wealth Management’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$483K	Buy	18,381 +34	+0.2%	+$896	0.23%	43
2026 Q1	$482K	Buy	18,347 +14,767	+412%	+$387K	0.25%	41
2025 Q4	$93.2K	Hold	3,580	–	–	0.05%	76
2025 Q3	$95K	Hold	3,580	–	–	0.05%	63
2025 Q2	$94.5K	Sell	3,580 -4,157	-54%	-$109K	0.06%	58
2025 Q1	$204K	Hold	7,737	–	–	0.14%	40
2024 Q4	$196K	Buy	+7,737	New	+$199K	0.12%	39
2024 Q2	$92.2K	Hold	3,580	–	–	0.07%	52
2024 Q1	$91.9K	Buy	+3,580	New	+$91.3K	0.07%	50

Other funds holding IBIF

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

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

CTC

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 0.19% in Q2 2026, buying an estimated $896 and bringing the position to 18,381 shares worth $483K. The position accounts for 0.23% of the portfolio, ranked #43.

Bradley & Co Private Wealth Management first reported a position in IBIF in Q1 2024 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Bradley & Co Private Wealth Management held 18,381 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $483K as of Q2 2026.
Bradley & Co Private Wealth Management bought 34 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $896.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.23% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #43 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2024 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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