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 Q3	$793K	Buy	30,919 +4,372	+16%	+$112K	0.03%	490
2026 Q2	$698K	Buy	+26,547	New	+$699K	0.02%	511
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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IFG Advisory's IBIE Position: Q3 2026 in Review

IFG Advisory increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 16% in Q3 2026, buying an estimated $112K and bringing the position to 30,919 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #490.

IFG Advisory first reported a position in IBIE in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold IBIE as of Q3 2026.

IFG Advisory held 30,919 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $793K as of Q3 2026.
IFG Advisory bought 4,372 iShares iBonds Oct 2028 Term TIPS ETF shares in Q3 2026, an estimated $112K.
iShares iBonds Oct 2028 Term TIPS ETF made up 0.03% of IFG Advisory's portfolio in Q3 2026, its #490 holding.
IFG Advisory first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
28 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.