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 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

QFA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RSWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Allworth Financial's IBIF Position: Q1 2026 in Review

Allworth Financial held its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) position steady in Q1 2026 at 1,993 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Allworth Financial first reported a position in IBIF in Q1 2025 and has held it in 5 quarters since. The position peaked at $52.9K in Q3 2025. 24 funds tracked by Wall St. Rank hold IBIF as of Q1 2026.

Allworth Financial held 1,993 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $52.3K as of Q1 2026.
Allworth Financial left its iShares iBonds Oct 2029 Term TIPS ETF share count unchanged in Q1 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2291 holding.
Allworth Financial first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2025 and has held it in 5 quarters since.
Allworth Financial's iShares iBonds Oct 2029 Term TIPS ETF position peaked at $52.9K in Q3 2025.
24 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q1 2026.

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