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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
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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Steward Partners Investment Advisory's IBIC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 1.9% in Q1 2026, selling an estimated $129 and leaving 262 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Steward Partners Investment Advisory first reported a position in IBIC in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.67K in Q2 2025. 29 funds tracked by Wall St. Rank hold IBIC as of Q1 2026.

  • Steward Partners Investment Advisory held 262 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $6.79K as of Q1 2026.
  • Steward Partners Investment Advisory sold 5 iShares iBonds Oct 2026 Term TIPS ETF shares in Q1 2026, an estimated $129.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3707 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 4 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $8.67K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.