Jim Saulnier & Associates’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$661K	Buy	25,189 +1,920	+8%	+$50.3K	0.32%	67
2025 Q4	$606K	Buy	23,269 +5,633	+32%	+$149K	0.31%	71
2025 Q3	$471K	Buy	17,636 +4,327	+33%	+$115K	0.26%	79
2025 Q2	$352K	Buy	13,309 +379	+3%	+$9.9K	0.24%	78
2025 Q1	$341K	Hold	12,930	–	–	0.27%	74
2024 Q4	$327K	Buy	12,930 +182	+1%	+$4.67K	0.28%	63
2024 Q3	$335K	Buy	+12,748	New	+$330K	0.33%	56

Other funds holding IBIG

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

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

Jim Saulnier & Associates increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 8.3% in Q1 2026, buying an estimated $50.3K and bringing the position to 25,189 shares worth $661K. The position accounts for 0.32% of the portfolio, ranked #67.

Jim Saulnier & Associates first reported a position in IBIG in Q3 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold IBIG as of Q1 2026.

Jim Saulnier & Associates held 25,189 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $661K as of Q1 2026.
Jim Saulnier & Associates bought 1,920 iShares iBonds Oct 2030 Term TIPS ETF shares in Q1 2026, an estimated $50.3K.
iShares iBonds Oct 2030 Term TIPS ETF made up 0.32% of Jim Saulnier & Associates's portfolio in Q1 2026, its #67 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q3 2024 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q1 2026.

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