MKT Advisors’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

MKT Advisors’s Portfolio IBIF Stock Details IBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$473K	Buy	18,422 +1,459	+9%	+$38.5K	0.15%	85
2026 Q1	$445K	Sell	16,963 -30	-0.2%	-$786	0.15%	88
2025 Q4	$443K	Buy	16,993 +1,787	+12%	+$47K	0.15%	88
2025 Q3	$400K	Buy	15,206 +3,653	+32%	+$96.3K	0.15%	99
2025 Q2	$301K	Buy	+11,553	New	+$302K	0.12%	123

Other funds holding IBIF

QFA

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

MKT Advisors's IBIF Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 8.6% in Q2 2026, buying an estimated $38.5K and bringing the position to 18,422 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #85.

MKT Advisors first reported a position in IBIF in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

MKT Advisors held 18,422 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $473K as of Q2 2026.
MKT Advisors bought 1,459 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $38.5K.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.15% of MKT Advisors's portfolio in Q2 2026, its #85 holding.
MKT Advisors first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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