Commonwealth Equity Services
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Commonwealth Equity Services’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Commonwealth Equity Services’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 		$368K Buy
+14,002
New +$369K ﹤0.01% 3585

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Commonwealth Equity Services's IBIE Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q2 2026: 14,002 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #3585 among its holdings.

15 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Commonwealth Equity Services held 14,002 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $368K as of Q2 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF was a new Commonwealth Equity Services position in Q2 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3585 holding.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.