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Beacon Pointe Advisors’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Beacon Pointe Advisors’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 		$301K Buy
11,484
+1,148
+11% +$30.1K ﹤0.01% 1605
2026
Q1 		$270K Hold
10,336
– – ﹤0.01% 1593
2025
Q4 		$267K Hold
10,336
– – ﹤0.01% 1325
2025
Q3 		$271K Buy
+10,336
New +$270K ﹤0.01% 1219

Other funds holding IBID

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Jane Street
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Beacon Pointe Advisors increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 11% in Q2 2026, buying an estimated $30.1K and bringing the position to 11,484 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Beacon Pointe Advisors first reported a position in IBID in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

  • Beacon Pointe Advisors held 11,484 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $301K as of Q2 2026.
  • Beacon Pointe Advisors bought 1,148 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $30.1K.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1605 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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