Bullock Wealth Management’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

Bullock Wealth Management’s Portfolio IBIH Stock Details IBIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.9K	Hold	386	–	–	﹤0.01%	438
2026 Q1	$10.1K	Hold	386	–	–	0.01%	420
2025 Q4	$10K	Hold	386	–	–	﹤0.01%	406
2025 Q3	$10.2K	Hold	386	–	–	0.01%	415
2025 Q2	$10K	Hold	386	–	–	0.01%	391
2025 Q1	$10.1K	Buy	+386	New	+$9.9K	0.01%	376

Other funds holding IBIH

QFA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 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

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

Bullock Wealth Management's IBIH Position: Q2 2026 in Review

Bullock Wealth Management held its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) position steady in Q2 2026 at 386 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Bullock Wealth Management first reported a position in IBIH in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.2K in Q3 2025. 19 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

Bullock Wealth Management held 386 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $9.9K as of Q2 2026.
Bullock Wealth Management left its iShares iBonds Oct 2031 Term TIPS ETF share count unchanged in Q2 2026.
iShares iBonds Oct 2031 Term TIPS ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #438 holding.
Bullock Wealth Management first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
Bullock Wealth Management's iShares iBonds Oct 2031 Term TIPS ETF position peaked at $10.2K in Q3 2025.
19 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.