Laurel Wealth Advisors (North Carolina)’s iShares iBonds Oct 2025 Term TIPS ETF IBIB Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBIB Stock Details IBIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,000	Closed	-$103K	–	400
2025 Q1	$103K	Hold	4,000	–	–	0.02%	240
2024 Q4	$101K	Hold	4,000	–	–	0.02%	235
2024 Q3	$102K	Hold	4,000	–	–	0.02%	233
2024 Q2	$103K	Buy	+4,000	New	+$102K	0.02%	222

Other funds holding IBIB

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBIB Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Oct 2025 Term TIPS ETF (IBIB) in Q2 2025, closing a stake of 4,000 shares — an estimated $103K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBIB in Q2 2024 and held it in 4 quarters. The position peaked at $103K in Q1 2025. 15 funds tracked by Wall St. Rank hold IBIB as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Oct 2025 Term TIPS ETF position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 4,000 iShares iBonds Oct 2025 Term TIPS ETF shares in Q2 2025, an estimated $103K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Oct 2025 Term TIPS ETF in Q2 2024 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares iBonds Oct 2025 Term TIPS ETF position peaked at $103K in Q1 2025.
15 funds tracked by Wall St. Rank held iShares iBonds Oct 2025 Term TIPS ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.