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Robertson Stephens Wealth Management’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Robertson Stephens Wealth Management’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 		$2.04M Buy
77,715
+1,722
+2% +$45.4K 0.05% 214
2026
Q1 		$1.99M Buy
75,993
+1,600
+2% +$41.9K 0.06% 208
2025
Q4 		$1.94M Buy
74,393
+6,818
+10% +$179K 0.05% 215
2025
Q3 		$1.79M Sell
67,575
-875
-1% -$23.1K 0.05% 191
2025
Q2 		$1.81M Buy
68,450
+8,143
+14% +$213K 0.06% 202
2025
Q1 		$1.59M Sell
60,307
-1,956
-3% -$50.5K 0.05% 214
2024
Q4 		$1.58M Buy
62,263
+3,955
+7% +$101K 0.06% 217
2024
Q3 		$1.53M Buy
58,308
+8,889
+18% +$229K 0.06% 227
2024
Q2 		$1.27M Buy
+49,419
New +$1.26M 0.06% 192

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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Robertson Stephens Wealth Management's IBIF Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 2.3% in Q2 2026, buying an estimated $45.4K and bringing the position to 77,715 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #214.

Robertson Stephens Wealth Management first reported a position in IBIF in Q2 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

  • Robertson Stephens Wealth Management held 77,715 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $2.04M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,722 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $45.4K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q2 2024 and has held it in 9 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.