LPL Financial
IBIH icon

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
Q2 		$585K Buy
22,257
+4,918
+28% +$129K ﹤0.01% 4883
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

LPL Financial's IBIH Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 28% in Q2 2026, buying an estimated $129K and bringing the position to 22,257 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #4883.

LPL Financial first reported a position in IBIH in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

  • LPL Financial held 22,257 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $585K as of Q2 2026.
  • LPL Financial bought 4,918 iShares iBonds Oct 2031 Term TIPS ETF shares in Q2 2026, an estimated $129K.
  • iShares iBonds Oct 2031 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4883 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

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