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Steward Partners Investment Advisory’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23K Sell
876
-93
-10% -$2.44K ﹤0.01% 3361
2026
Q1 		$25.3K Buy
969
+374
+63% +$9.7K ﹤0.01% 3120
2025
Q4 		$15.3K Buy
595
+13
+2% +$338 ﹤0.01% 3245
2025
Q3 		$15.3K Buy
582
+7
+1% +$183 ﹤0.01% 3201
2025
Q2 		$15.1K Buy
+575
New +$15K ﹤0.01% 3030

Other funds holding IBID

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 9.6% in Q2 2026, selling an estimated $2.44K and leaving 876 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

Steward Partners Investment Advisory first reported a position in IBID in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.3K in Q1 2026. 33 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

  • Steward Partners Investment Advisory held 876 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $23K as of Q2 2026.
  • Steward Partners Investment Advisory sold 93 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $2.44K.
  • iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3361 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $25.3K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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