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Beacon Pointe Advisors’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Beacon Pointe Advisors’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Buy
11,474
+1,142
+11% +$30.1K ﹤0.01% 1603
2026
Q1 		$271K Hold
10,332
– – ﹤0.01% 1590
2025
Q4 		$268K Hold
10,332
– – ﹤0.01% 1322
2025
Q3 		$273K Buy
+10,332
New +$272K ﹤0.01% 1216

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
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

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

Beacon Pointe Advisors increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 11% in Q2 2026, buying an estimated $30.1K and bringing the position to 11,474 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Beacon Pointe Advisors first reported a position in IBIE in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Beacon Pointe Advisors held 11,474 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $302K as of Q2 2026.
  • Beacon Pointe Advisors bought 1,142 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $30.1K.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1603 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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