APFP
IBIL

Action Point Financial Planning’s iShares iBonds Oct 2035 Term TIPS ETF IBIL Stock Holding History

Action Point Financial Planning’s Portfolio IBIL Stock Details IBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.69K Buy
+300
New +$7.7K ﹤0.01% 1591

Other funds holding IBIL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Action Point Financial Planning's IBIL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Oct 2035 Term TIPS ETF (IBIL) in Q2 2026: 300 shares worth $7.69K. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings.

14 funds tracked by Wall St. Rank hold IBIL as of Q2 2026.

  • Action Point Financial Planning held 300 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $7.69K as of Q2 2026.
  • iShares iBonds Oct 2035 Term TIPS ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Oct 2035 Term TIPS ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1591 holding.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.