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 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

TRCT

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

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

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

FTUS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

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

ATI

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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 IBIL Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its iShares iBonds Oct 2035 Term TIPS ETF (IBIL) stake by 20% in Q1 2026, buying an estimated $94.1K and bringing the position to 22,292 shares worth $568K. The position accounts for 0.3% of the portfolio, ranked #36.

Bradley & Co Private Wealth Management first reported a position in IBIL in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold IBIL as of Q1 2026.

Bradley & Co Private Wealth Management held 22,292 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $568K as of Q1 2026.
Bradley & Co Private Wealth Management bought 3,675 iShares iBonds Oct 2035 Term TIPS ETF shares in Q1 2026, an estimated $94.1K.
iShares iBonds Oct 2035 Term TIPS ETF made up 0.3% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #36 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 3 quarters since.
11 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q1 2026.

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