Jim Saulnier & Associates’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$886K	Hold	33,763	–	–	0.43%	53
2025 Q4	$877K	Buy	33,763 +6,638	+24%	+$174K	0.45%	55
2025 Q3	$718K	Buy	27,125 +7,442	+38%	+$196K	0.4%	56
2025 Q2	$517K	Buy	19,683 +356	+2%	+$9.29K	0.35%	61
2025 Q1	$508K	Buy	19,327 +6,567	+51%	+$169K	0.39%	58
2024 Q4	$324K	Buy	12,760 +140	+1%	+$3.58K	0.28%	64
2024 Q3	$329K	Buy	+12,620	New	+$324K	0.32%	57

Other funds holding IBIE

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jim Saulnier & Associates held its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) position steady in Q1 2026 at 33,763 shares worth $886K. The position accounts for 0.43% of the portfolio, ranked #53.

Jim Saulnier & Associates first reported a position in IBIE in Q3 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

Jim Saulnier & Associates held 33,763 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $886K as of Q1 2026.
Jim Saulnier & Associates left its iShares iBonds Oct 2028 Term TIPS ETF share count unchanged in Q1 2026.
iShares iBonds Oct 2028 Term TIPS ETF made up 0.43% of Jim Saulnier & Associates's portfolio in Q1 2026, its #53 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2024 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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