Bradley & Co Private Wealth Management’s iShares iBonds Oct 2032 Term TIPS ETF IBII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$645K	Buy	24,895 +3,634	+17%	+$94.3K	0.34%	29
2025 Q4	$547K	Buy	21,261 +7,648	+56%	+$199K	0.29%	29
2025 Q3	$358K	Buy	13,613 +10,638	+358%	+$277K	0.2%	35
2025 Q2	$77.6K	Hold	2,975	–	–	0.05%	62
2025 Q1	$77.5K	Hold	2,975	–	–	0.05%	61
2024 Q4	$73.9K	Buy	+2,975	New	+$75.5K	0.05%	59
2024 Q2	$76.2K	Buy	+2,975	New	+$75.2K	0.06%	56

Other funds holding IBII

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

CTC

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

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ATI

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

YWM

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

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2032 Term TIPS ETF (IBII) stake by 17% in Q1 2026, buying an estimated $94.3K and bringing the position to 24,895 shares worth $645K. The position accounts for 0.34% of the portfolio, ranked #29.

Bradley & Co Private Wealth Management first reported a position in IBII in Q2 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold IBII as of Q1 2026.

Bradley & Co Private Wealth Management held 24,895 shares of iShares iBonds Oct 2032 Term TIPS ETF worth $645K as of Q1 2026.
Bradley & Co Private Wealth Management bought 3,634 iShares iBonds Oct 2032 Term TIPS ETF shares in Q1 2026, an estimated $94.3K.
iShares iBonds Oct 2032 Term TIPS ETF made up 0.34% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #29 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2032 Term TIPS ETF in Q2 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q1 2026.

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