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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
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

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

Beacon Pointe Advisors's IBID Position: Q1 2026 in Review

Beacon Pointe Advisors held its iShares iBonds Oct 2027 Term TIPS ETF (IBID) position steady in Q1 2026 at 10,336 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Beacon Pointe Advisors first reported a position in IBID in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q3 2025. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • Beacon Pointe Advisors held 10,336 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $270K as of Q1 2026.
  • Beacon Pointe Advisors 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 Beacon Pointe Advisors's portfolio in Q1 2026, its #1593 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $271K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.