MKT Advisors
IBIF icon

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
Q3 		$492K Buy
19,354
+932
+5% +$23.9K 0.16% 78
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

Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Briggs Wealth Management
Briggs Wealth Management Glastonbury, Connecticut $113M AUM 13.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MKT Advisors's IBIF Position: Q3 2026 in Review

MKT Advisors increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 5.1% in Q3 2026, buying an estimated $23.9K and bringing the position to 19,354 shares worth $492K. The position accounts for 0.16% of the portfolio, ranked #78.

MKT Advisors first reported a position in IBIF in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold IBIF as of Q3 2026.

  • MKT Advisors held 19,354 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $492K as of Q3 2026.
  • MKT Advisors bought 932 iShares iBonds Oct 2029 Term TIPS ETF shares in Q3 2026, an estimated $23.9K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up 0.16% of MKT Advisors's portfolio in Q3 2026, its #78 holding.
  • MKT Advisors first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q2 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.