WANY
IBIK

Wealthspire Advisors (New York)’s iShares iBonds Oct 2034 Term TIPS ETF IBIK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-211
Closed -$5.53K – 2990
2025
Q3 		$5.53K Buy
+211
New +$5.46K ﹤0.01% 2288

Other funds holding IBIK

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBIK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Oct 2034 Term TIPS ETF (IBIK) in Q4 2025, closing a stake of 211 shares — an estimated $5.53K sold.

Wealthspire Advisors (New York) first reported a position in IBIK in Q3 2025 and held it in 1 quarter. The position peaked at $5.53K in Q3 2025. 13 funds tracked by Wall St. Rank hold IBIK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Oct 2034 Term TIPS ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 211 iShares iBonds Oct 2034 Term TIPS ETF shares in Q4 2025, an estimated $5.53K.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Oct 2034 Term TIPS ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares iBonds Oct 2034 Term TIPS ETF position peaked at $5.53K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.