BPA
IBIC icon

Beacon Pointe Advisors’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Beacon Pointe Advisors’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Hold
10,350
– – ﹤0.01% 1654
2026
Q1 		$268K Hold
10,350
– – ﹤0.01% 1598
2025
Q4 		$264K Hold
10,350
– – ﹤0.01% 1327
2025
Q3 		$268K Buy
+10,350
New +$267K ﹤0.01% 1223

Other funds holding IBIC

Raymond James Financial
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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Beacon Pointe Advisors's IBIC Position: Q2 2026 in Review

Beacon Pointe Advisors held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q2 2026 at 10,350 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Beacon Pointe Advisors first reported a position in IBIC in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Beacon Pointe Advisors held 10,350 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $270K as of Q2 2026.
  • Beacon Pointe Advisors left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1654 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.