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IFG Advisory’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

IFG Advisory’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
Q1 		– Sell
-19,357
Closed -$503K – 579
2025
Q4 		$503K Buy
19,357
+10,656
+122% +$279K 0.02% 505
2025
Q3 		$230K Buy
+8,701
New +$229K 0.01% 712

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

IFG Advisory's IBIE Position: Q1 2026 in Review

IFG Advisory sold out of iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q1 2026, closing a stake of 19,357 shares — an estimated $503K sold.

IFG Advisory first reported a position in IBIE in Q3 2025 and held it in 2 quarters. The position peaked at $503K in Q4 2025. 31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

  • IFG Advisory reported no remaining iShares iBonds Oct 2028 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 19,357 iShares iBonds Oct 2028 Term TIPS ETF shares in Q1 2026, an estimated $503K.
  • IFG Advisory first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2025 and held it in 2 quarters.
  • IFG Advisory's iShares iBonds Oct 2028 Term TIPS ETF position peaked at $503K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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