Cerity Partners’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Cerity Partners’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 Q1	$457K	Buy	+17,416	New	+$455K	﹤0.01%	2350

Other funds holding IBIE

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $1.65B AUM 20.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

Cerity Partners's IBIE Position: Q1 2026 in Review

Cerity Partners opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q1 2026: 17,416 shares worth $457K. The stake represents ﹤0.01% of the portfolio and ranks #2350 among its holdings.

31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

Cerity Partners held 17,416 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $457K as of Q1 2026.
iShares iBonds Oct 2028 Term TIPS ETF was a new Cerity Partners position in Q1 2026.
iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2350 holding.
31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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