D.A. Davidson & Co
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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
Q3 		$4.41M Buy
182,499
+8,612
+5% +$215K 0.02% 459
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
4Thought Financial Group
4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

D.A. Davidson & Co's IBIK Position: Q3 2026 in Review

D.A. Davidson & Co increased its iShares iBonds Oct 2034 Term TIPS ETF (IBIK) stake by 5% in Q3 2026, buying an estimated $215K and bringing the position to 182,499 shares worth $4.41M. The position accounts for 0.02% of the portfolio, ranked #459.

D.A. Davidson & Co first reported a position in IBIK in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.5M in Q2 2026. 9 funds tracked by Wall St. Rank hold IBIK as of Q3 2026.

  • D.A. Davidson & Co held 182,499 shares of iShares iBonds Oct 2034 Term TIPS ETF worth $4.41M as of Q3 2026.
  • D.A. Davidson & Co bought 8,612 iShares iBonds Oct 2034 Term TIPS ETF shares in Q3 2026, an estimated $215K.
  • iShares iBonds Oct 2034 Term TIPS ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q3 2026, its #459 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 6 quarters since.
  • D.A. Davidson & Co's iShares iBonds Oct 2034 Term TIPS ETF position peaked at $4.5M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.