Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.84K Hold
262
– – ﹤0.01% 3863
2026
Q1 		$6.79K Sell
262
-5
-2% -$129 ﹤0.01% 3707
2025
Q4 		$6.82K Sell
267
-20
-7% -$515 ﹤0.01% 3596
2025
Q3 		$7.44K Sell
287
-47
-14% -$1.21K ﹤0.01% 3520
2025
Q2 		$8.67K Buy
+334
New +$8.65K ﹤0.01% 3274

Other funds holding IBIC

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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Central Trust Company
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
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steward Partners Investment Advisory's IBIC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) position steady in Q2 2026 at 262 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

Steward Partners Investment Advisory first reported a position in IBIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.67K in Q2 2025. 30 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Steward Partners Investment Advisory held 262 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $6.84K as of Q2 2026.
  • Steward Partners Investment Advisory left its iShares iBonds Oct 2026 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3863 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $8.67K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.