MKT Advisors’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

MKT Advisors’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 Q2	$487K	Buy	18,932 +1,426	+8%	+$37.6K	0.15%	83
2026 Q1	$459K	Sell	17,506 -29	-0.2%	-$757	0.15%	84
2025 Q4	$456K	Buy	17,535 +1,903	+12%	+$49.9K	0.16%	84
2025 Q3	$410K	Buy	15,632 +3,654	+31%	+$96.1K	0.15%	94
2025 Q2	$312K	Buy	+11,978	New	+$312K	0.12%	114

Other funds holding IBIE

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

FFA

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

MKT Advisors's IBIE Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 8.1% in Q2 2026, buying an estimated $37.6K and bringing the position to 18,932 shares worth $487K. The position accounts for 0.15% of the portfolio, ranked #83.

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

MKT Advisors held 18,932 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $487K as of Q2 2026.
MKT Advisors bought 1,426 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $37.6K.
iShares iBonds Oct 2028 Term TIPS ETF made up 0.15% of MKT Advisors's portfolio in Q2 2026, its #83 holding.
MKT Advisors first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
5 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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