MBL Wealth’s iShares iBonds Oct 2032 Term TIPS ETF IBII Stock Holding History

MBL Wealth’s Portfolio IBII Stock Details IBII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.53M	Buy	+347,360	New	+$8.74M	0.51%	36

Other funds holding IBII

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

MBL Wealth's IBII Position: Q3 2026 in Review

MBL Wealth opened a new position in iShares iBonds Oct 2032 Term TIPS ETF (IBII) in Q3 2026: 347,360 shares worth $8.53M. The stake represents 0.51% of the portfolio and ranks #36 among its holdings.

14 funds tracked by Wall St. Rank hold IBII as of Q3 2026.

MBL Wealth held 347,360 shares of iShares iBonds Oct 2032 Term TIPS ETF worth $8.53M as of Q3 2026.
iShares iBonds Oct 2032 Term TIPS ETF was a new MBL Wealth position in Q3 2026.
iShares iBonds Oct 2032 Term TIPS ETF made up 0.51% of MBL Wealth's portfolio in Q3 2026, its #36 holding.
14 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.