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 Q2	$655K	Buy	25,207 +312	+1%	+$8.13K	0.31%	33
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

QFA

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

ATI

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2032 Term TIPS ETF (IBII) stake by 1.3% in Q2 2026, buying an estimated $8.13K and bringing the position to 25,207 shares worth $655K. The position accounts for 0.31% of the portfolio, ranked #33.

Bradley & Co Private Wealth Management first reported a position in IBII in Q2 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold IBII as of Q2 2026.

Bradley & Co Private Wealth Management held 25,207 shares of iShares iBonds Oct 2032 Term TIPS ETF worth $655K as of Q2 2026.
Bradley & Co Private Wealth Management bought 312 iShares iBonds Oct 2032 Term TIPS ETF shares in Q2 2026, an estimated $8.13K.
iShares iBonds Oct 2032 Term TIPS ETF made up 0.31% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #33 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 8 quarters since.
15 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q2 2026.

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