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 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

FTUS

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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 $205M AUM 10.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $202M AUM 11.53% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) stake by 20% in Q1 2026, buying an estimated $94.3K and bringing the position to 21,825 shares worth $567K. The position accounts for 0.3% of the portfolio, ranked #38.

Bradley & Co Private Wealth Management first reported a position in IBIJ in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold IBIJ as of Q1 2026.

Bradley & Co Private Wealth Management held 21,825 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $567K as of Q1 2026.
Bradley & Co Private Wealth Management bought 3,616 iShares iBonds Oct 2033 Term TIPS ETF shares in Q1 2026, an estimated $94.3K.
iShares iBonds Oct 2033 Term TIPS ETF made up 0.3% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #38 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 3 quarters since.
12 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q1 2026.

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