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Jim Saulnier & Associates’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

Jim Saulnier & Associates’s Portfolio IBIH Stock Details IBIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$406K Buy
15,443
+1,378
+10% +$36.3K 0.16% 96
2026
Q1 		$369K Hold
14,065
– – 0.18% 92
2025
Q4 		$366K Buy
+14,065
New +$370K 0.19% 98

Other funds holding IBIH

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

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

Jim Saulnier & Associates increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 9.8% in Q2 2026, buying an estimated $36.3K and bringing the position to 15,443 shares worth $406K. The position accounts for 0.16% of the portfolio, ranked #96.

Jim Saulnier & Associates first reported a position in IBIH in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

  • Jim Saulnier & Associates held 15,443 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $406K as of Q2 2026.
  • Jim Saulnier & Associates bought 1,378 iShares iBonds Oct 2031 Term TIPS ETF shares in Q2 2026, an estimated $36.3K.
  • iShares iBonds Oct 2031 Term TIPS ETF made up 0.16% of Jim Saulnier & Associates's portfolio in Q2 2026, its #96 holding.
  • Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

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