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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
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
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jim Saulnier & Associates held its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) position steady in Q1 2026 at 14,065 shares worth $369K. The position accounts for 0.18% of the portfolio, ranked #92.

Jim Saulnier & Associates first reported a position in IBIH in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold IBIH as of Q1 2026.

  • Jim Saulnier & Associates held 14,065 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $369K as of Q1 2026.
  • Jim Saulnier & Associates left its iShares iBonds Oct 2031 Term TIPS ETF share count unchanged in Q1 2026.
  • iShares iBonds Oct 2031 Term TIPS ETF made up 0.18% of Jim Saulnier & Associates's portfolio in Q1 2026, its #92 holding.
  • Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q1 2026.

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