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NewEdge Advisors’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

NewEdge Advisors’s Portfolio IBIG Stock Details IBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$470K Buy
17,914
+674
+4% +$17.7K ﹤0.01% 2042
2025
Q4 		$449K Buy
17,240
+1,766
+11% +$46.6K ﹤0.01% 2054
2025
Q3 		$413K Buy
+15,474
New +$410K ﹤0.01% 1957

Other funds holding IBIG

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

NewEdge Advisors's IBIG Position: Q1 2026 in Review

NewEdge Advisors increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 3.9% in Q1 2026, buying an estimated $17.7K and bringing the position to 17,914 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

NewEdge Advisors first reported a position in IBIG in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold IBIG as of Q1 2026.

  • NewEdge Advisors held 17,914 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $470K as of Q1 2026.
  • NewEdge Advisors bought 674 iShares iBonds Oct 2030 Term TIPS ETF shares in Q1 2026, an estimated $17.7K.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2042 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.