LPL Financial
IBID icon

LPL Financial’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

LPL Financial’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.53M Buy
248,800
+88,910
+56% +$2.33M ﹤0.01% 2550
2026
Q1 		$4.18M Buy
159,890
+120,668
+308% +$3.13M ﹤0.01% 2799
2025
Q4 		$1.01M Buy
39,222
+23,414
+148% +$609K ﹤0.01% 4062
2025
Q3 		$415K Buy
+15,808
New +$413K ﹤0.01% 4780

Other funds holding IBID

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 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 IBID Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 56% in Q2 2026, buying an estimated $2.33M and bringing the position to 248,800 shares worth $6.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

LPL Financial first reported a position in IBID in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

  • LPL Financial held 248,800 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $6.53M as of Q2 2026.
  • LPL Financial bought 88,910 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $2.33M.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2550 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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