Cerity Partners
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Cerity Partners’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Cerity Partners’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Hold
11,403
– – ﹤0.01% 2798
2026
Q1 		$296K Buy
+11,403
New +$293K ﹤0.01% 2621

Other funds holding IBIC

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QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cerity Partners's IBIC Position: Q2 2026 in Review

Cerity Partners held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q2 2026 at 11,403 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Cerity Partners first reported a position in IBIC in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Cerity Partners held 11,403 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $298K as of Q2 2026.
  • Cerity Partners left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2798 holding.
  • Cerity Partners first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.