LPL Financial
IBIL

LPL Financial’s iShares iBonds Oct 2035 Term TIPS ETF IBIL Stock Holding History

LPL Financial’s Portfolio IBIL Stock Details IBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Sell
10,360
-5,800
-36% -$149K ﹤0.01% 5548
2026
Q1 		$412K Sell
16,160
-2,500
-13% -$64K ﹤0.01% 4939
2025
Q4 		$474K Buy
+18,660
New +$480K ﹤0.01% 4761

Other funds holding IBIL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

LPL Financial's IBIL Position: Q2 2026 in Review

LPL Financial reduced its iShares iBonds Oct 2035 Term TIPS ETF (IBIL) stake by 36% in Q2 2026, selling an estimated $149K and leaving 10,360 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #5548.

LPL Financial first reported a position in IBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $474K in Q4 2025. 14 funds tracked by Wall St. Rank hold IBIL as of Q2 2026.

  • LPL Financial held 10,360 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $266K as of Q2 2026.
  • LPL Financial sold 5,800 iShares iBonds Oct 2035 Term TIPS ETF shares in Q2 2026, an estimated $149K.
  • iShares iBonds Oct 2035 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5548 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2035 Term TIPS ETF in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's iShares iBonds Oct 2035 Term TIPS ETF position peaked at $474K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q2 2026.

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