WAAG
IBIK

Wealth Alliance Advisory Group’s iShares iBonds Oct 2034 Term TIPS ETF IBIK Stock Holding History

Wealth Alliance Advisory 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
-14,036
Closed -$360K – 210
2025
Q4 		$360K Buy
+14,036
New +$365K 0.06% 141

Other funds holding IBIK

HighTower Advisors
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
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
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

Wealth Alliance Advisory Group's IBIK Position: Q1 2026 in Review

Wealth Alliance Advisory Group sold out of iShares iBonds Oct 2034 Term TIPS ETF (IBIK) in Q1 2026, closing a stake of 14,036 shares — an estimated $360K sold.

Wealth Alliance Advisory Group first reported a position in IBIK in Q4 2025 and held it in 1 quarter. The position peaked at $360K in Q4 2025. 13 funds tracked by Wall St. Rank hold IBIK as of Q1 2026.

  • Wealth Alliance Advisory Group reported no remaining iShares iBonds Oct 2034 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 14,036 iShares iBonds Oct 2034 Term TIPS ETF shares in Q1 2026, an estimated $360K.
  • Wealth Alliance Advisory Group first reported a position in iShares iBonds Oct 2034 Term TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's iShares iBonds Oct 2034 Term TIPS ETF position peaked at $360K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q1 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2026, filed 9 Apr 2026.