Bradley & Co Private Wealth Management’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$578K	Buy	22,140 +315	+1%	+$8.24K	0.28%	39
2026 Q1	$567K	Buy	21,825 +3,616	+20%	+$94.3K	0.3%	38
2025 Q4	$471K	Buy	18,209 +7,616	+72%	+$199K	0.25%	36
2025 Q3	$279K	Buy	+10,593	New	+$276K	0.15%	41

Other funds holding IBIJ

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

ATI

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

JSA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

QFA

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

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) stake by 1.4% in Q2 2026, buying an estimated $8.24K and bringing the position to 22,140 shares worth $578K. The position accounts for 0.28% of the portfolio, ranked #39.

Bradley & Co Private Wealth Management first reported a position in IBIJ in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold IBIJ as of Q2 2026.

Bradley & Co Private Wealth Management held 22,140 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $578K as of Q2 2026.
Bradley & Co Private Wealth Management bought 315 iShares iBonds Oct 2033 Term TIPS ETF shares in Q2 2026, an estimated $8.24K.
iShares iBonds Oct 2033 Term TIPS ETF made up 0.28% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #39 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q2 2026.

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