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
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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

LPL Financial's IBIC Position: Q1 2026 in Review

LPL Financial reduced its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 69% in Q1 2026, selling an estimated $2.87M and leaving 49,752 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

LPL Financial first reported a position in IBIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.13M in Q4 2025. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • LPL Financial held 49,752 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $1.29M as of Q1 2026.
  • LPL Financial sold 111,805 iShares iBonds Oct 2026 Term TIPS ETF shares in Q1 2026, an estimated $2.87M.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3929 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $4.13M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.