BCPWM
IBIK

Bradley & Co Private Wealth Management’s iShares iBonds Oct 2034 Term TIPS ETF IBIK Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio IBIK Stock Details IBIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$567K Buy
22,036
+3,645
+20% +$94.2K 0.3% 37
2025
Q4 		$472K Buy
18,391
+7,713
+72% +$200K 0.25% 35
2025
Q3 		$280K Buy
+10,678
New +$277K 0.15% 39

Other funds holding IBIK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Goldman Sachs
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2034 Term TIPS ETF (IBIK) stake by 20% in Q1 2026, buying an estimated $94.2K and bringing the position to 22,036 shares worth $567K. The position accounts for 0.3% of the portfolio, ranked #37.

Bradley & Co Private Wealth Management first reported a position in IBIK in Q3 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold IBIK as of Q1 2026.

  • Bradley & Co Private Wealth Management held 22,036 shares of iShares iBonds Oct 2034 Term TIPS ETF worth $567K as of Q1 2026.
  • Bradley & Co Private Wealth Management bought 3,645 iShares iBonds Oct 2034 Term TIPS ETF shares in Q1 2026, an estimated $94.2K.
  • iShares iBonds Oct 2034 Term TIPS ETF made up 0.3% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2034 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q1 2026.

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