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

NewEdge 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	$1.45M	Buy	+57,084	New	+$1.47M	﹤0.01%	1433

Other funds holding IBIF

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

NewEdge Advisors's IBIF Position: Q3 2026 in Review

NewEdge Advisors opened a new position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) in Q3 2026: 57,084 shares worth $1.45M. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings.

31 funds tracked by Wall St. Rank hold IBIF as of Q3 2026.

NewEdge Advisors held 57,084 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $1.45M as of Q3 2026.
iShares iBonds Oct 2029 Term TIPS ETF was a new NewEdge Advisors position in Q3 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #1433 holding.
31 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.