Bradley & Co Private Wealth Management’s iShares iBonds Oct 2035 Term TIPS ETF IBIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$947K	Buy	36,944 +14,652	+66%	+$376K	0.45%	26
2026 Q1	$568K	Buy	22,292 +3,675	+20%	+$94.1K	0.3%	36
2025 Q4	$473K	Buy	18,617 +7,791	+72%	+$201K	0.25%	34
2025 Q3	$280K	Buy	+10,826	New	+$276K	0.15%	40

Other funds holding IBIL

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

TRCT

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

4FG

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

ATI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFA

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

ADL

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

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

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

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2035 Term TIPS ETF (IBIL) stake by 66% in Q2 2026, buying an estimated $376K and bringing the position to 36,944 shares worth $947K. The position accounts for 0.45% of the portfolio, ranked #26.

Bradley & Co Private Wealth Management first reported a position in IBIL in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IBIL as of Q2 2026.

Bradley & Co Private Wealth Management held 36,944 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $947K as of Q2 2026.
Bradley & Co Private Wealth Management bought 14,652 iShares iBonds Oct 2035 Term TIPS ETF shares in Q2 2026, an estimated $376K.
iShares iBonds Oct 2035 Term TIPS ETF made up 0.45% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #26 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds Oct 2035 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q2 2026.

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