First Affirmative Financial Network
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First Affirmative Financial Network’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

First Affirmative Financial Network’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
Q3 		$4.81M Buy
+187,510
New +$4.82M 1.05% 22

Other funds holding IBIE

Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Split Rock Private Trading & Wealth Management
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

First Affirmative Financial Network's IBIE Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q3 2026: 187,510 shares worth $4.81M. The stake represents 1.05% of the portfolio and ranks #22 among its holdings.

12 funds tracked by Wall St. Rank hold IBIE as of Q3 2026.

  • First Affirmative Financial Network held 187,510 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $4.81M as of Q3 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF was a new First Affirmative Financial Network position in Q3 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 1.05% of First Affirmative Financial Network's portfolio in Q3 2026, its #22 holding.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.