Cerity Partners
IBID icon

Cerity Partners’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Cerity Partners’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
Q1 		$457K Buy
+17,518
New +$454K ﹤0.01% 2349

Other funds holding IBID

QFA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners's IBID Position: Q1 2026 in Review

Cerity Partners opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q1 2026: 17,518 shares worth $457K. The stake represents ﹤0.01% of the portfolio and ranks #2349 among its holdings.

29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • Cerity Partners held 17,518 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $457K as of Q1 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF was a new Cerity Partners position in Q1 2026.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2349 holding.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.