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High Note Wealth’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

High Note Wealth’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
Q1 		$1.34M Sell
51,496
-160
-0.3% -$4.15K 0.26% 58
2025
Q4 		$1.33M Sell
51,656
-23
-0% -$598 0.26% 56
2025
Q3 		$1.36M Buy
51,679
+17,450
+51% +$456K 0.27% 57
2025
Q2 		$897K Buy
+34,229
New +$894K 0.21% 62

Other funds holding IBID

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

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

High Note Wealth reduced its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 0.31% in Q1 2026, selling an estimated $4.15K and leaving 51,496 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #58.

High Note Wealth first reported a position in IBID in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q3 2025. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • High Note Wealth held 51,496 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $1.34M as of Q1 2026.
  • High Note Wealth sold 160 iShares iBonds Oct 2027 Term TIPS ETF shares in Q1 2026, an estimated $4.15K.
  • iShares iBonds Oct 2027 Term TIPS ETF made up 0.26% of High Note Wealth's portfolio in Q1 2026, its #58 holding.
  • High Note Wealth first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • High Note Wealth's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $1.36M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

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