LPL Financial
IBIC icon

LPL Financial’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

LPL Financial’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
61,051
+11,299
+23% +$294K ﹤0.01% 3998
2026
Q1 		$1.29M Sell
49,752
-111,805
-69% -$2.87M ﹤0.01% 3929
2025
Q4 		$4.13M Buy
161,557
+147,478
+1,048% +$3.79M ﹤0.01% 2709
2025
Q3 		$365K Buy
+14,079
New +$363K ﹤0.01% 4889

Other funds holding IBIC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial's IBIC Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 23% in Q2 2026, buying an estimated $294K and bringing the position to 61,051 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

LPL Financial first reported a position in IBIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q4 2025. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • LPL Financial held 61,051 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $1.59M as of Q2 2026.
  • LPL Financial bought 11,299 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $294K.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3998 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $4.13M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.