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 Q2	$444K	Buy	+16,925	New	+$444K	0.02%	644
2026 Q1	–	Sell	-9,095	Closed	-$235K	–	578
2025 Q4	$235K	Buy	+9,095	New	+$237K	0.01%	697

Other funds holding IBID

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

QFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFG Advisory's IBID Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q2 2026: 16,925 shares worth $444K. The stake represents 0.02% of the portfolio and ranks #644 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBID as recently as Q4 2025.

IFG Advisory first reported a position in IBID in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

IFG Advisory held 16,925 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $444K as of Q2 2026.
iShares iBonds Oct 2027 Term TIPS ETF was a new IFG Advisory position in Q2 2026.
iShares iBonds Oct 2027 Term TIPS ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #644 holding.
IFG Advisory first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2025 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.