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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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 5 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.
  • 5 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.