Jim Saulnier & Associates’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	47,604 +1,478	+3%	+$38.6K	0.5%	44
2026 Q1	$1.2M	Hold	46,126	–	–	0.58%	42
2025 Q4	$1.19M	Buy	46,126 +903	+2%	+$23.6K	0.62%	41
2025 Q3	$1.19M	Buy	45,223 +1,176	+3%	+$30.7K	0.67%	37
2025 Q2	$1.15M	Buy	44,047 +1,540	+4%	+$39.5K	0.79%	34
2025 Q1	$1.11M	Hold	42,507	–	–	0.86%	31
2024 Q4	$1.06M	Buy	42,507 +456	+1%	+$11.6K	0.91%	29
2024 Q3	$1.11M	Buy	+42,051	New	+$1.09M	1.09%	24

Other funds holding IBIJ

ATI

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

QFA

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

4FG

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

ADL

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

CTC

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

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

Jim Saulnier & Associates increased its iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) stake by 3.2% in Q2 2026, buying an estimated $38.6K and bringing the position to 47,604 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #44.

Jim Saulnier & Associates first reported a position in IBIJ in Q3 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold IBIJ as of Q2 2026.

Jim Saulnier & Associates held 47,604 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $1.24M as of Q2 2026.
Jim Saulnier & Associates bought 1,478 iShares iBonds Oct 2033 Term TIPS ETF shares in Q2 2026, an estimated $38.6K.
iShares iBonds Oct 2033 Term TIPS ETF made up 0.5% of Jim Saulnier & Associates's portfolio in Q2 2026, its #44 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q3 2024 and has held it in 8 quarters since.
6 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q2 2026.

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