Cohalo Advisory’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Cohalo Advisory’s Portfolio IBID Stock Details IBID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$206K	Buy	+7,951	New	+$205K	11.3%	3

Other funds holding IBID

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cohalo Advisory's IBID Position: Q3 2026 in Review

Cohalo Advisory opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q3 2026: 7,951 shares worth $206K. The stake represents 11.3% of the portfolio and ranks #3 among its holdings.

14 funds tracked by Wall St. Rank hold IBID as of Q3 2026.

Cohalo Advisory held 7,951 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $206K as of Q3 2026.
iShares iBonds Oct 2027 Term TIPS ETF was a new Cohalo Advisory position in Q3 2026.
iShares iBonds Oct 2027 Term TIPS ETF made up 11.3% of Cohalo Advisory's portfolio in Q3 2026, its #3 holding.
14 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q3 2026.

Based on Cohalo Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.