MKT Advisors’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

MKT Advisors’s Portfolio IBID Stock Details IBID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Buy	18,880 +1,431	+8%	+$37.5K	0.15%	84
2026 Q1	$455K	Sell	17,449 -27	-0.2%	-$700	0.15%	85
2025 Q4	$451K	Buy	17,476 +1,825	+12%	+$47.5K	0.15%	86
2025 Q3	$407K	Buy	15,651 +3,681	+31%	+$96.1K	0.15%	96
2025 Q2	$310K	Buy	+11,970	New	+$312K	0.12%	115

Other funds holding IBID

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MKT Advisors's IBID Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 8.2% in Q2 2026, buying an estimated $37.5K and bringing the position to 18,880 shares worth $485K. The position accounts for 0.15% of the portfolio, ranked #84.

MKT Advisors first reported a position in IBID in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

MKT Advisors held 18,880 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $485K as of Q2 2026.
MKT Advisors bought 1,431 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $37.5K.
iShares iBonds Oct 2027 Term TIPS ETF made up 0.15% of MKT Advisors's portfolio in Q2 2026, its #84 holding.
MKT Advisors first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.