Jim Saulnier & Associates’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Jim Saulnier & Associates’s Portfolio IBID Stock Details IBID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Buy	15,126 +2,570	+20%	+$67.4K	0.16%	98
2026 Q1	$328K	Hold	12,556	–	–	0.16%	106
2025 Q4	$324K	Buy	12,556 +1,009	+9%	+$26.2K	0.17%	107
2025 Q3	$303K	Buy	11,547 +146	+1%	+$3.81K	0.17%	105
2025 Q2	$299K	Buy	11,401 +159	+1%	+$4.15K	0.2%	89
2025 Q1	$296K	Buy	+11,242	New	+$291K	0.23%	82

Other funds holding IBID

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

HNW

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

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

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

Jim Saulnier & Associates increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 20% in Q2 2026, buying an estimated $67.4K and bringing the position to 15,126 shares worth $397K. The position accounts for 0.16% of the portfolio, ranked #98.

Jim Saulnier & Associates first reported a position in IBID in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

Jim Saulnier & Associates held 15,126 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $397K as of Q2 2026.
Jim Saulnier & Associates bought 2,570 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $67.4K.
iShares iBonds Oct 2027 Term TIPS ETF made up 0.16% of Jim Saulnier & Associates's portfolio in Q2 2026, its #98 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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