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Mendota Financial Group’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Mendota Financial Group’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,423
Closed -$62.9K – 59
2025
Q4 		$62.9K Hold
2,423
– – 0.05% 60
2025
Q3 		$64.1K Buy
+2,423
New +$63.7K 0.05% 63

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
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
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

Mendota Financial Group's IBIE Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q1 2026, closing a stake of 2,423 shares — an estimated $62.9K sold.

Mendota Financial Group first reported a position in IBIE in Q3 2025 and held it in 2 quarters. The position peaked at $64.1K in Q3 2025. 31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

  • Mendota Financial Group reported no remaining iShares iBonds Oct 2028 Term TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Mendota Financial Group sold 2,423 iShares iBonds Oct 2028 Term TIPS ETF shares in Q1 2026, an estimated $62.9K.
  • Mendota Financial Group first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2025 and held it in 2 quarters.
  • Mendota Financial Group's iShares iBonds Oct 2028 Term TIPS ETF position peaked at $64.1K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.