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Barrett & Company’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Barrett & Company’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
Q1 		$26.1K Hold
1,000
– – 0.01% 367
2025
Q4 		$25.8K Sell
1,000
-750
-43% -$19.5K 0.01% 375
2025
Q3 		$46K Hold
1,750
– – 0.02% 315
2025
Q2 		$45.9K Hold
1,750
– – 0.02% 311
2025
Q1 		$46K Hold
1,750
– – 0.02% 281
2024
Q4 		$44.6K Hold
1,750
– – 0.02% 284
2024
Q3 		$45.4K Hold
1,750
– – 0.02% 280
2024
Q2 		$45K Hold
1,750
– – 0.02% 274
2024
Q1 		$44.7K Buy
+1,750
New +$44.5K 0.02% 288

Other funds holding IBID

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Barrett & Company's IBID Position: Q1 2026 in Review

Barrett & Company held its iShares iBonds Oct 2027 Term TIPS ETF (IBID) position steady in Q1 2026 at 1,000 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #367.

Barrett & Company first reported a position in IBID in Q1 2024 and has held it in 9 quarters since. The position peaked at $46K in Q1 2025. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • Barrett & Company held 1,000 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $26.1K as of Q1 2026.
  • Barrett & Company left its iShares iBonds Oct 2027 Term TIPS ETF share count unchanged in Q1 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #367 holding.
  • Barrett & Company first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q1 2024 and has held it in 9 quarters since.
  • Barrett & Company's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $46K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.