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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
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 $1.05B AUM 19.14% 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 $1.65B AUM 20.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

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

Beacon Pointe Advisors held its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) position steady in Q1 2026 at 10,332 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Beacon Pointe Advisors first reported a position in IBIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $273K in Q3 2025. 31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

  • Beacon Pointe Advisors held 10,332 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $271K as of Q1 2026.
  • Beacon Pointe Advisors left its iShares iBonds Oct 2028 Term TIPS ETF share count unchanged in Q1 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1590 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's iShares iBonds Oct 2028 Term TIPS ETF position peaked at $273K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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