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 Q2	$661K	Buy	25,526 +3,490	+16%	+$90.4K	0.32%	32
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 Chicago, Illinois $104B AUM 28.3% 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 New York $1.15T AUM 47.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2034 Term TIPS ETF (IBIK) stake by 16% in Q2 2026, buying an estimated $90.4K and bringing the position to 25,526 shares worth $661K. The position accounts for 0.32% of the portfolio, ranked #32.

Bradley & Co Private Wealth Management first reported a position in IBIK in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold IBIK as of Q2 2026.

Bradley & Co Private Wealth Management held 25,526 shares of iShares iBonds Oct 2034 Term TIPS ETF worth $661K as of Q2 2026.
Bradley & Co Private Wealth Management bought 3,490 iShares iBonds Oct 2034 Term TIPS ETF shares in Q2 2026, an estimated $90.4K.
iShares iBonds Oct 2034 Term TIPS ETF made up 0.32% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #32 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 4 quarters since.
15 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q2 2026.

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