DADC
IBIK

D.A. Davidson & Co’s iShares iBonds Oct 2034 Term TIPS ETF IBIK Stock Holding History

D.A. Davidson & Co’s Portfolio IBIK Stock Details IBIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.5M Buy
173,887
+10,451
+6% +$271K 0.02% 451
2026
Q1 		$4.21M Buy
163,436
+6,195
+4% +$160K 0.03% 454
2025
Q4 		$4.03M Buy
157,241
+16,614
+12% +$432K 0.02% 441
2025
Q3 		$3.69M Buy
140,627
+35,298
+34% +$914K 0.02% 453
2025
Q2 		$2.72M Buy
+105,329
New +$2.67M 0.02% 515

Other funds holding IBIK

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

D.A. Davidson & Co's IBIK Position: Q2 2026 in Review

D.A. Davidson & Co increased its iShares iBonds Oct 2034 Term TIPS ETF (IBIK) stake by 6.4% in Q2 2026, buying an estimated $271K and bringing the position to 173,887 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #451.

D.A. Davidson & Co first reported a position in IBIK in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold IBIK as of Q2 2026.

  • D.A. Davidson & Co held 173,887 shares of iShares iBonds Oct 2034 Term TIPS ETF worth $4.5M as of Q2 2026.
  • D.A. Davidson & Co bought 10,451 iShares iBonds Oct 2034 Term TIPS ETF shares in Q2 2026, an estimated $271K.
  • iShares iBonds Oct 2034 Term TIPS ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q2 2026, its #451 holding.
  • D.A. Davidson & Co first reported a position in iShares iBonds Oct 2034 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.