Cohalo Advisory’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Cohalo Advisory’s Portfolio IBIC Stock Details IBIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+8,089	New	+$211K	12.76%	5

Other funds holding IBIC

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

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Collaborative Fund Advisors Reno, Nevada $172M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

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

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

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cohalo Advisory's IBIC Position: Q2 2026 in Review

Cohalo Advisory opened a new position in iShares iBonds Oct 2026 Term TIPS ETF (IBIC) in Q2 2026: 8,089 shares worth $211K. The stake represents 12.76% of the portfolio and ranks #5 among its holdings.

13 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

Cohalo Advisory held 8,089 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $211K as of Q2 2026.
iShares iBonds Oct 2026 Term TIPS ETF was a new Cohalo Advisory position in Q2 2026.
iShares iBonds Oct 2026 Term TIPS ETF made up 12.76% of Cohalo Advisory's portfolio in Q2 2026, its #5 holding.
13 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Cohalo Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.