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Briggs Wealth Management’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Briggs Wealth Management’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 		$605K Buy
23,003
+5,523
+32% +$146K 0.55% 26
2026
Q1 		$459K Hold
17,480
– – 0.49% 28
2025
Q4 		$454K Buy
+17,480
New +$458K 0.49% 26

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

Briggs Wealth Management's IBIE Position: Q2 2026 in Review

Briggs Wealth Management increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 32% in Q2 2026, buying an estimated $146K and bringing the position to 23,003 shares worth $605K. The position accounts for 0.55% of the portfolio, ranked #26.

Briggs Wealth Management first reported a position in IBIE in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Briggs Wealth Management held 23,003 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $605K as of Q2 2026.
  • Briggs Wealth Management bought 5,523 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $146K.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 0.55% of Briggs Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Briggs Wealth Management first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on Briggs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.