Commonwealth Equity Services

Commonwealth Equity Services’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Commonwealth Equity Services’s Portfolio IBIF Stock Details IBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Buy	+9,849	New	+$260K	﹤0.01%	3897

Other funds holding IBIF

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Commonwealth Equity Services opened a new position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) in Q2 2026: 9,849 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #3897 among its holdings.

10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Commonwealth Equity Services held 9,849 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $259K as of Q2 2026.
iShares iBonds Oct 2029 Term TIPS ETF was a new Commonwealth Equity Services position in Q2 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3897 holding.
10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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