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North Star Investment Management’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

North Star Investment Management’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.89M Buy
224,023
+27,985
+14% +$737K 0.32% 69
2026
Q1 		$5.14M Buy
196,038
+69,988
+56% +$1.83M 0.31% 69
2025
Q4 		$3.27M Buy
126,050
+88,675
+237% +$2.32M 0.21% 109
2025
Q3 		$989K Buy
+37,375
New +$983K 0.06% 231

Other funds holding IBIE

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
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

North Star Investment Management's IBIE Position: Q2 2026 in Review

North Star Investment Management increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 14% in Q2 2026, buying an estimated $737K and bringing the position to 224,023 shares worth $5.89M. The position accounts for 0.32% of the portfolio, ranked #69.

North Star Investment Management first reported a position in IBIE in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • North Star Investment Management held 224,023 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $5.89M as of Q2 2026.
  • North Star Investment Management bought 27,985 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $737K.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 0.32% of North Star Investment Management's portfolio in Q2 2026, its #69 holding.
  • North Star Investment Management first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.