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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Allworth Financial's IBID Position: Q2 2026 in Review

Allworth Financial increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 391% in Q2 2026, buying an estimated $204K and bringing the position to 9,772 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Allworth Financial first reported a position in IBID in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

Allworth Financial held 9,772 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $256K as of Q2 2026.
Allworth Financial bought 7,782 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $204K.
iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1345 holding.
Allworth Financial first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.