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Allworth Financial’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Allworth Financial’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Hold
4,117
– – ﹤0.01% 1798
2025
Q4 		$105K Buy
4,117
+2,110
+105% +$54.3K ﹤0.01% 1722
2025
Q3 		$52.1K Hold
2,007
– – ﹤0.01% 2076
2025
Q2 		$52.1K Hold
2,007
– – ﹤0.01% 1920
2025
Q1 		$52K Buy
+2,007
New +$51.6K ﹤0.01% 1529

Other funds holding IBIC

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
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial's IBIC Position: Q1 2026 in Review

Allworth Financial held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q1 2026 at 4,117 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Allworth Financial first reported a position in IBIC in Q1 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • Allworth Financial held 4,117 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $107K as of Q1 2026.
  • Allworth Financial left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q1 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1798 holding.
  • Allworth Financial first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.