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Split Rock Private Trading & Wealth Management’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Split Rock Private Trading & Wealth 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 		$2.16M Buy
+82,068
New +$2.16M 1.48% 13

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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
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

Split Rock Private Trading & Wealth Management's IBIE Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q2 2026: 82,068 shares worth $2.16M. The stake represents 1.48% of the portfolio and ranks #13 among its holdings.

15 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 82,068 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $2.16M as of Q2 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF was a new Split Rock Private Trading & Wealth Management position in Q2 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 1.48% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #13 holding.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.