IFG Advisory’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

IFG Advisory’s Portfolio IBIF Stock Details IBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	+38,890	New	+$1.03M	0.04%	421
2026 Q1	–	Sell	-22,755	Closed	-$592K	–	580
2025 Q4	$592K	Buy	22,755 +11,922	+110%	+$313K	0.03%	469
2025 Q3	$287K	Buy	+10,833	New	+$286K	0.01%	646

Other funds holding IBIF

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

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

BWM

Briggs Wealth Management Glastonbury, Connecticut $110M AUM

IFG Advisory's IBIF Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) in Q2 2026: 38,890 shares worth $1.02M. The stake represents 0.04% of the portfolio and ranks #421 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBIF as recently as Q4 2025.

IFG Advisory first reported a position in IBIF in Q3 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

IFG Advisory held 38,890 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $1.02M as of Q2 2026.
iShares iBonds Oct 2029 Term TIPS ETF was a new IFG Advisory position in Q2 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #421 holding.
IFG Advisory first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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