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 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

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

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

RSWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JSA

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

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

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 412% in Q1 2026, buying an estimated $387K and bringing the position to 18,347 shares worth $482K. The position accounts for 0.25% of the portfolio, ranked #41.

Bradley & Co Private Wealth Management first reported a position in IBIF in Q1 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold IBIF as of Q1 2026.

Bradley & Co Private Wealth Management held 18,347 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $482K as of Q1 2026.
Bradley & Co Private Wealth Management bought 14,767 iShares iBonds Oct 2029 Term TIPS ETF shares in Q1 2026, an estimated $387K.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.25% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #41 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 8 quarters since.
24 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q1 2026.

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