LPL Financial
IBIE icon

LPL Financial’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

LPL Financial’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$397K Buy
15,128
+549
+4% +$14.3K ﹤0.01% 4968
2025
Q4 		$379K Buy
14,579
+2,835
+24% +$74.3K ﹤0.01% 4964
2025
Q3 		$311K Buy
+11,744
New +$309K ﹤0.01% 5026

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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
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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

LPL Financial's IBIE Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 3.8% in Q1 2026, buying an estimated $14.3K and bringing the position to 15,128 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #4968.

LPL Financial first reported a position in IBIE in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

  • LPL Financial held 15,128 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $397K as of Q1 2026.
  • LPL Financial bought 549 iShares iBonds Oct 2028 Term TIPS ETF shares in Q1 2026, an estimated $14.3K.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4968 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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