BIP Wealth
IBID icon

BIP Wealth’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

BIP Wealth’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
Q3 		$6.53M Buy
+252,278
New +$6.5M 0.18% 96

Other funds holding IBID

Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Hartford Financial Management
Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

BIP Wealth's IBID Position: Q3 2026 in Review

BIP Wealth opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q3 2026: 252,278 shares worth $6.53M. The stake represents 0.18% of the portfolio and ranks #96 among its holdings.

9 funds tracked by Wall St. Rank hold IBID as of Q3 2026.

  • BIP Wealth held 252,278 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $6.53M as of Q3 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF was a new BIP Wealth position in Q3 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF made up 0.18% of BIP Wealth's portfolio in Q3 2026, its #96 holding.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.