LPL Financial
IBIG icon

LPL Financial’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

LPL Financial’s Portfolio IBIG Stock Details IBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$388K Buy
14,772
+1,328
+10% +$35K ﹤0.01% 5251
2026
Q1 		$353K Buy
13,444
+3,804
+39% +$99.7K ﹤0.01% 5075
2025
Q4 		$251K Buy
+9,640
New +$255K ﹤0.01% 5286

Other funds holding IBIG

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial's IBIG Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 9.9% in Q2 2026, buying an estimated $35K and bringing the position to 14,772 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #5251.

LPL Financial first reported a position in IBIG in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • LPL Financial held 14,772 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $388K as of Q2 2026.
  • LPL Financial bought 1,328 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $35K.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5251 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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