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Addison Advisors’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Addison Advisors’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.84M Buy
108,663
+2,691
+3% +$69.8K 0.63% 44
2025
Q4 		$2.73M Buy
105,972
+7,196
+7% +$187K 0.61% 41
2025
Q3 		$2.59M Buy
98,776
+7,140
+8% +$186K 0.6% 41
2025
Q2 		$2.4M Buy
+91,636
New +$2.39M 0.6% 41

Other funds holding IBID

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

Addison Advisors's IBID Position: Q1 2026 in Review

Addison Advisors increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 2.5% in Q1 2026, buying an estimated $69.8K and bringing the position to 108,663 shares worth $2.84M. The position accounts for 0.63% of the portfolio, ranked #44.

Addison Advisors first reported a position in IBID in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • Addison Advisors held 108,663 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $2.84M as of Q1 2026.
  • Addison Advisors bought 2,691 iShares iBonds Oct 2027 Term TIPS ETF shares in Q1 2026, an estimated $69.8K.
  • iShares iBonds Oct 2027 Term TIPS ETF made up 0.63% of Addison Advisors's portfolio in Q1 2026, its #44 holding.
  • Addison Advisors first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.