Bradley & Co Private Wealth Management’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$599K	Buy	22,784 +36	+0.2%	+$948	0.29%	38
2026 Q1	$596K	Buy	22,748 +15,260	+204%	+$400K	0.31%	32
2025 Q4	$195K	Hold	7,488	–	–	0.1%	57
2025 Q3	$199K	Buy	+7,488	New	+$197K	0.11%	48

Other funds holding IBIH

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

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

CTC

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 0.16% in Q2 2026, buying an estimated $948 and bringing the position to 22,784 shares worth $599K. The position accounts for 0.29% of the portfolio, ranked #38.

Bradley & Co Private Wealth Management first reported a position in IBIH in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

Bradley & Co Private Wealth Management held 22,784 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $599K as of Q2 2026.
Bradley & Co Private Wealth Management bought 36 iShares iBonds Oct 2031 Term TIPS ETF shares in Q2 2026, an estimated $948.
iShares iBonds Oct 2031 Term TIPS ETF made up 0.29% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #38 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

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