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
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

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
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
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

LPL Financial's IBID Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 308% in Q1 2026, buying an estimated $3.13M and bringing the position to 159,890 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

LPL Financial first reported a position in IBID in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

  • LPL Financial held 159,890 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $4.18M as of Q1 2026.
  • LPL Financial bought 120,668 iShares iBonds Oct 2027 Term TIPS ETF shares in Q1 2026, an estimated $3.13M.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2799 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

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