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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
Q2 		$470K Sell
17,888
-26
-0.1% -$685 ﹤0.01% 2192
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Advisors's IBIG Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 0.15% in Q2 2026, selling an estimated $685 and leaving 17,888 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

NewEdge Advisors first reported a position in IBIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q1 2026. 30 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • NewEdge Advisors held 17,888 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $470K as of Q2 2026.
  • NewEdge Advisors sold 26 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $685.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2192 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's iShares iBonds Oct 2030 Term TIPS ETF position peaked at $470K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.