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Davenport & Co’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Davenport & Co’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 		$1.01M Buy
+38,443
New +$1.01M 0.01% 770

Other funds holding IBIE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co's IBIE Position: Q2 2026 in Review

Davenport & Co opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q2 2026: 38,443 shares worth $1.01M. The stake represents 0.01% of the portfolio and ranks #770 among its holdings.

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

  • Davenport & Co held 38,443 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $1.01M as of Q2 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF was a new Davenport & Co position in Q2 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 0.01% of Davenport & Co's portfolio in Q2 2026, its #770 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.