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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
Q2 		$3.74M Buy
143,180
+3
+0% +$78 0.64% 38
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

High Note Wealth's IBIC Position: Q2 2026 in Review

High Note Wealth increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 0% in Q2 2026, buying an estimated $78 and bringing the position to 143,180 shares worth $3.74M. The position accounts for 0.64% of the portfolio, ranked #38.

High Note Wealth first reported a position in IBIC in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • High Note Wealth held 143,180 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $3.74M as of Q2 2026.
  • High Note Wealth bought 3 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $78.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.64% of High Note Wealth's portfolio in Q2 2026, its #38 holding.
  • High Note Wealth first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.