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
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

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

LPL Financial's IBIL Position: Q1 2026 in Review

LPL Financial reduced its iShares iBonds Oct 2035 Term TIPS ETF (IBIL) stake by 13% in Q1 2026, selling an estimated $64K and leaving 16,160 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #4939.

LPL Financial first reported a position in IBIL in Q4 2025 and has held it in 2 quarters since. The position peaked at $474K in Q4 2025. 11 funds tracked by Wall St. Rank hold IBIL as of Q1 2026.

  • LPL Financial held 16,160 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $412K as of Q1 2026.
  • LPL Financial sold 2,500 iShares iBonds Oct 2035 Term TIPS ETF shares in Q1 2026, an estimated $64K.
  • iShares iBonds Oct 2035 Term TIPS ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4939 holding.
  • LPL Financial first reported a position in iShares iBonds Oct 2035 Term TIPS ETF in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's iShares iBonds Oct 2035 Term TIPS ETF position peaked at $474K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q1 2026.

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