Mendota Financial Group’s iShares iBonds Oct 2034 Term TIPS ETF IBIK Stock Holding History

Mendota Financial Group’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 Q1	–	Sell	-3,266	Closed	-$83.7K	–	98
2025 Q4	$83.7K	Buy	3,266 +77	+2%	+$2K	0.06%	51
2025 Q3	$83.6K	Buy	+3,189	New	+$82.6K	0.06%	57

Other funds holding IBIK

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

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

FTUS

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

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

BCPWM

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

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

QFA

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

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

Mendota Financial Group sold out of iShares iBonds Oct 2034 Term TIPS ETF (IBIK) in Q1 2026, closing a stake of 3,266 shares — an estimated $83.7K sold.

Mendota Financial Group first reported a position in IBIK in Q3 2025 and held it in 2 quarters. The position peaked at $83.7K in Q4 2025. 13 funds tracked by Wall St. Rank hold IBIK as of Q1 2026.

Mendota Financial Group reported no remaining iShares iBonds Oct 2034 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 3,266 iShares iBonds Oct 2034 Term TIPS ETF shares in Q1 2026, an estimated $83.7K.
Mendota Financial Group first reported a position in iShares iBonds Oct 2034 Term TIPS ETF in Q3 2025 and held it in 2 quarters.
Mendota Financial Group's iShares iBonds Oct 2034 Term TIPS ETF position peaked at $83.7K in Q4 2025.
13 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q1 2026.

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