Jim Saulnier & Associates’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Jim Saulnier & Associates’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 Q2	$862K	Buy	32,786 +5,202	+19%	+$137K	0.35%	57
2026 Q1	$724K	Hold	27,584	–	–	0.35%	62
2025 Q4	$718K	Buy	27,584 +7,526	+38%	+$198K	0.37%	59
2025 Q3	$532K	Buy	20,058 +8,071	+67%	+$213K	0.3%	71
2025 Q2	$317K	Buy	11,987 +119	+1%	+$3.11K	0.22%	85
2025 Q1	$313K	Hold	11,868	–	–	0.24%	77
2024 Q4	$301K	Buy	11,868 +176	+2%	+$4.52K	0.26%	67
2024 Q3	$306K	Buy	+11,692	New	+$302K	0.3%	60

Other funds holding IBIF

QFA

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Jim Saulnier & Associates increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 19% in Q2 2026, buying an estimated $137K and bringing the position to 32,786 shares worth $862K. The position accounts for 0.35% of the portfolio, ranked #57.

Jim Saulnier & Associates first reported a position in IBIF in Q3 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Jim Saulnier & Associates held 32,786 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $862K as of Q2 2026.
Jim Saulnier & Associates bought 5,202 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $137K.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.35% of Jim Saulnier & Associates's portfolio in Q2 2026, its #57 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q3 2024 and has held it in 8 quarters since.
10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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