Bradley & Co Private Wealth Management’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$744K	Buy	28,329 +29	+0.1%	+$764	0.35%	30
2026 Q1	$743K	Buy	28,300 +14,963	+112%	+$392K	0.39%	27
2025 Q4	$347K	Hold	13,337	–	–	0.18%	41
2025 Q3	$356K	Buy	13,337 +7,652	+135%	+$203K	0.2%	36
2025 Q2	$150K	Hold	5,685	–	–	0.09%	48
2025 Q1	$150K	Hold	5,685	–	–	0.1%	48
2024 Q4	$144K	Buy	+5,685	New	+$146K	0.09%	48
2024 Q2	$147K	Hold	5,685	–	–	0.11%	43
2024 Q1	$146K	Buy	+5,685	New	+$145K	0.12%	41

Other funds holding IBIG

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CTC

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

JSA

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

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

ATI

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 0.1% in Q2 2026, buying an estimated $764 and bringing the position to 28,329 shares worth $744K. The position accounts for 0.35% of the portfolio, ranked #30.

Bradley & Co Private Wealth Management first reported a position in IBIG in Q1 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

Bradley & Co Private Wealth Management held 28,329 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $744K as of Q2 2026.
Bradley & Co Private Wealth Management bought 29 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $764.
iShares iBonds Oct 2030 Term TIPS ETF made up 0.35% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #30 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q1 2024 and has held it in 9 quarters since.
21 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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