IBIB — ISHARES IBONDS OCT 2025 TERM TIPS ETF

Ownership history in High Note Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.0% (2025 Q2)
Avg. % of fund
0.99%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 192,178 +20,826 +12.2% 0.98% $4.9M $25.26
2025 Q2 INITIATED 171,352 — — 1.00% $4.4M $25.00
% of Fund (quarterly)    IBIB price (monthly, adj. close)

Other funds also holding IBIB

As of 2025 Q3 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 0.26% MKT Advisors LLC 3Y 0.13% ARK & TLK INVESTMENTS, LLC 0.13% Austin Private Wealth, LLC 3Y 0.02% BARRETT & COMPANY, INC. 0.01% Advisory Services Network, LLC 3Y 7Y 0.0% DAVENPORT & Co LLC 3Y 7Y 0.0% Creative Planning 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% Allworth Financial LP 3Y 7Y 0.0%
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