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Clark Asset Management’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Clark Asset 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 		$266K Buy
10,133
+24
+0.2% +$632 0.02% 232
2026
Q1 		$265K Buy
+10,109
New +$264K 0.02% 203

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

Clark Asset Management's IBIE Position: Q2 2026 in Review

Clark Asset Management increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 0.24% in Q2 2026, buying an estimated $632 and bringing the position to 10,133 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #232.

Clark Asset Management first reported a position in IBIE in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Clark Asset Management held 10,133 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $266K as of Q2 2026.
  • Clark Asset Management bought 24 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $632.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #232 holding.
  • Clark Asset Management first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.