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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
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

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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $249M AUM 12.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

IFG Advisory's IBIF Position: Q1 2026 in Review

IFG Advisory sold out of iShares iBonds Oct 2029 Term TIPS ETF (IBIF) in Q1 2026, closing a stake of 22,755 shares — an estimated $592K sold.

IFG Advisory first reported a position in IBIF in Q3 2025 and held it in 2 quarters. The position peaked at $592K in Q4 2025. 24 funds tracked by Wall St. Rank hold IBIF as of Q1 2026.

  • IFG Advisory reported no remaining iShares iBonds Oct 2029 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 22,755 iShares iBonds Oct 2029 Term TIPS ETF shares in Q1 2026, an estimated $592K.
  • IFG Advisory first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q3 2025 and held it in 2 quarters.
  • IFG Advisory's iShares iBonds Oct 2029 Term TIPS ETF position peaked at $592K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q1 2026.

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