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Park Avenue Securities’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Park Avenue Securities’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
Q2 		$330K Hold
12,535
– – ﹤0.01% 1483
2026
Q1 		$329K Sell
12,535
-2,250
-15% -$58.9K ﹤0.01% 1275
2025
Q4 		$385K Hold
14,785
– – ﹤0.01% 1215
2025
Q3 		$392K Buy
14,785
+1,800
+14% +$47.5K ﹤0.01% 1307
2025
Q2 		$343K Buy
12,985
+3,275
+34% +$85.6K ﹤0.01% 1228
2025
Q1 		$256K Sell
9,710
-600
-6% -$15.5K ﹤0.01% 1054
2024
Q4 		$262K Buy
+10,310
New +$265K ﹤0.01% 1332

Other funds holding IBIF

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Park Avenue Securities's IBIF Position: Q2 2026 in Review

Park Avenue Securities held its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) position steady in Q2 2026 at 12,535 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Park Avenue Securities first reported a position in IBIF in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q3 2025. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

  • Park Avenue Securities held 12,535 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $330K as of Q2 2026.
  • Park Avenue Securities left its iShares iBonds Oct 2029 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1483 holding.
  • Park Avenue Securities first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • Park Avenue Securities's iShares iBonds Oct 2029 Term TIPS ETF position peaked at $392K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.