Briggs Wealth Management
IBIF icon

Briggs Wealth Management’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Briggs Wealth Management’s Portfolio IBIF Stock Details IBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$607K Sell
23,902
-4,063
-15% -$104K 0.54% 25
2026
Q2 		$735K Buy
27,965
+13,823
+98% +$364K 0.67% 20
2026
Q1 		$371K Buy
+14,142
New +$370K 0.39% 30

Other funds holding IBIF

Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Briggs Wealth Management's IBIF Position: Q3 2026 in Review

Briggs Wealth Management reduced its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 15% in Q3 2026, selling an estimated $104K and leaving 23,902 shares worth $607K. The position accounts for 0.54% of the portfolio, ranked #25.

Briggs Wealth Management first reported a position in IBIF in Q1 2026 and has held it in 3 quarters since. The position peaked at $735K in Q2 2026. 22 funds tracked by Wall St. Rank hold IBIF as of Q3 2026.

  • Briggs Wealth Management held 23,902 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $607K as of Q3 2026.
  • Briggs Wealth Management sold 4,063 iShares iBonds Oct 2029 Term TIPS ETF shares in Q3 2026, an estimated $104K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up 0.54% of Briggs Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Briggs Wealth Management first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2026 and has held it in 3 quarters since.
  • Briggs Wealth Management's iShares iBonds Oct 2029 Term TIPS ETF position peaked at $735K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q3 2026.

Based on Briggs Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.