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High Note Wealth’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

High Note Wealth’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
Q1 		$3.71M Sell
143,177
-161
-0.1% -$4.14K 0.73% 36
2025
Q4 		$3.66M Sell
143,338
-23
-0% -$592 0.72% 36
2025
Q3 		$3.72M Buy
143,361
+22,193
+18% +$573K 0.75% 39
2025
Q2 		$3.15M Buy
+121,168
New +$3.14M 0.72% 36

Other funds holding IBIC

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

High Note Wealth's IBIC Position: Q1 2026 in Review

High Note Wealth reduced its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 0.11% in Q1 2026, selling an estimated $4.14K and leaving 143,177 shares worth $3.71M. The position accounts for 0.73% of the portfolio, ranked #36.

High Note Wealth first reported a position in IBIC in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.72M in Q3 2025. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • High Note Wealth held 143,177 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $3.71M as of Q1 2026.
  • High Note Wealth sold 161 iShares iBonds Oct 2026 Term TIPS ETF shares in Q1 2026, an estimated $4.14K.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.73% of High Note Wealth's portfolio in Q1 2026, its #36 holding.
  • High Note Wealth first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • High Note Wealth's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $3.72M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.