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Jim Saulnier & Associates’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Jim Saulnier & Associates’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Hold
10,987
– – 0.14% 111
2025
Q4 		$281K Sell
10,987
-1,410
-11% -$36.3K 0.15% 115
2025
Q3 		$322K Buy
12,397
+157
+1% +$4.05K 0.18% 101
2025
Q2 		$318K Buy
12,240
+865
+8% +$22.4K 0.22% 84
2025
Q1 		$296K Buy
+11,375
New +$293K 0.23% 81

Other funds holding IBIC

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
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jim Saulnier & Associates's IBIC Position: Q1 2026 in Review

Jim Saulnier & Associates held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q1 2026 at 10,987 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #111.

Jim Saulnier & Associates first reported a position in IBIC in Q1 2025 and has held it in 5 quarters since. The position peaked at $322K in Q3 2025. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • Jim Saulnier & Associates held 10,987 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $285K as of Q1 2026.
  • Jim Saulnier & Associates left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q1 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.14% of Jim Saulnier & Associates's portfolio in Q1 2026, its #111 holding.
  • Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q1 2025 and has held it in 5 quarters since.
  • Jim Saulnier & Associates's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $322K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.