LPL Financial’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

LPL Financial’s Portfolio IBIH Stock Details IBIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$455K	Buy	17,339 +1,314	+8%	+$34.4K	﹤0.01%	4848
2025 Q4	$417K	Buy	16,025 +5,491	+52%	+$145K	﹤0.01%	4883
2025 Q3	$280K	Buy	+10,534	New	+$278K	﹤0.01%	5104

Other funds holding IBIH

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial's IBIH Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 8.2% in Q1 2026, buying an estimated $34.4K and bringing the position to 17,339 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #4848.

LPL Financial first reported a position in IBIH in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold IBIH as of Q1 2026.

LPL Financial held 17,339 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $455K as of Q1 2026.
LPL Financial bought 1,314 iShares iBonds Oct 2031 Term TIPS ETF shares in Q1 2026, an estimated $34.4K.
iShares iBonds Oct 2031 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4848 holding.
LPL Financial first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q1 2026.

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