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IFG Advisory’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

IFG Advisory’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,095
Closed -$235K – 578
2025
Q4 		$235K Buy
+9,095
New +$237K 0.01% 697

Other funds holding IBID

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IFG Advisory's IBID Position: Q1 2026 in Review

IFG Advisory sold out of iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q1 2026, closing a stake of 9,095 shares — an estimated $235K sold.

IFG Advisory first reported a position in IBID in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • IFG Advisory reported no remaining iShares iBonds Oct 2027 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 9,095 iShares iBonds Oct 2027 Term TIPS ETF shares in Q1 2026, an estimated $235K.
  • IFG Advisory first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2025 and held it in 1 quarter.
  • IFG Advisory's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $235K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.