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 Q2	$322K	Buy	12,356 +1,369	+12%	+$35.6K	0.13%	115
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

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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

CTC

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

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

CFA

Collaborative Fund Advisors Reno, Nevada $172M AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Jim Saulnier & Associates's IBIC Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 12% in Q2 2026, buying an estimated $35.6K and bringing the position to 12,356 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #115.

Jim Saulnier & Associates first reported a position in IBIC in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

Jim Saulnier & Associates held 12,356 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $322K as of Q2 2026.
Jim Saulnier & Associates bought 1,369 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $35.6K.
iShares iBonds Oct 2026 Term TIPS ETF made up 0.13% of Jim Saulnier & Associates's portfolio in Q2 2026, its #115 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.