Mendota Financial Group’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

Mendota Financial Group’s Portfolio IBIJ Stock Details IBIJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,598	Closed	-$119K	–	60
2025 Q4	$119K	Hold	4,598	–	–	0.09%	40
2025 Q3	$121K	Buy	+4,598	New	+$120K	0.09%	42

Other funds holding IBIJ

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

Mendota Financial Group's IBIJ Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) in Q1 2026, closing a stake of 4,598 shares — an estimated $119K sold.

Mendota Financial Group first reported a position in IBIJ in Q3 2025 and held it in 2 quarters. The position peaked at $121K in Q3 2025. 12 funds tracked by Wall St. Rank hold IBIJ as of Q1 2026.

Mendota Financial Group reported no remaining iShares iBonds Oct 2033 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 4,598 iShares iBonds Oct 2033 Term TIPS ETF shares in Q1 2026, an estimated $119K.
Mendota Financial Group first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q3 2025 and held it in 2 quarters.
Mendota Financial Group's iShares iBonds Oct 2033 Term TIPS ETF position peaked at $121K in Q3 2025.
12 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.