Allworth Financial’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Allworth Financial’s Portfolio IBIF Stock Details IBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Buy	10,509 +8,516	+427%	+$224K	﹤0.01%	1302
2026 Q1	$52.3K	Hold	1,993	–	–	﹤0.01%	2291
2025 Q4	$51.9K	Hold	1,993	–	–	﹤0.01%	2165
2025 Q3	$52.9K	Hold	1,993	–	–	﹤0.01%	2065
2025 Q2	$52.6K	Hold	1,993	–	–	﹤0.01%	1915
2025 Q1	$52.1K	Buy	+1,993	New	+$51.4K	﹤0.01%	1527

Other funds holding IBIF

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

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Allworth Financial's IBIF Position: Q2 2026 in Review

Allworth Financial increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 427% in Q2 2026, buying an estimated $224K and bringing the position to 10,509 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Allworth Financial first reported a position in IBIF in Q1 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Allworth Financial held 10,509 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $276K as of Q2 2026.
Allworth Financial bought 8,516 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $224K.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1302 holding.
Allworth Financial first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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