Allworth Financial
IBID icon

Allworth Financial’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Allworth Financial’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
Q3 		$256K Hold
9,772
– – ﹤0.01% 1418
2026
Q2 		$256K Buy
9,772
+7,782
+391% +$204K ﹤0.01% 1345
2026
Q1 		$52K Hold
1,990
– – ﹤0.01% 2297
2025
Q4 		$51.3K Hold
1,990
– – ﹤0.01% 2170
2025
Q3 		$52.3K Hold
1,990
– – ﹤0.01% 2072
2025
Q2 		$52.2K Hold
1,990
– – ﹤0.01% 1919
2025
Q1 		$52K Buy
+1,990
New +$51.4K ﹤0.01% 1528

Other funds holding IBID

Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Addison Advisors
Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

Allworth Financial's IBID Position: Q3 2026 in Review

Allworth Financial held its iShares iBonds Oct 2027 Term TIPS ETF (IBID) position steady in Q3 2026 at 9,772 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Allworth Financial first reported a position in IBID in Q1 2025 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold IBID as of Q3 2026.

  • Allworth Financial held 9,772 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $256K as of Q3 2026.
  • Allworth Financial left its iShares iBonds Oct 2027 Term TIPS ETF share count unchanged in Q3 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #1418 holding.
  • Allworth Financial first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q1 2025 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.