SPIA
IBIE icon

Steward Partners Investment Advisory’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$18.2K Buy
692
+228
+49% +$5.95K ﹤0.01% 3276
2025
Q4 		$12K Buy
464
+8
+2% +$210 ﹤0.01% 3369
2025
Q3 		$12.1K Buy
456
+4
+0.9% +$105 ﹤0.01% 3325
2025
Q2 		$11.9K Buy
+452
New +$11.8K ﹤0.01% 3136

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 49% in Q1 2026, buying an estimated $5.95K and bringing the position to 692 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Steward Partners Investment Advisory first reported a position in IBIE in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

  • Steward Partners Investment Advisory held 692 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $18.2K as of Q1 2026.
  • Steward Partners Investment Advisory bought 228 iShares iBonds Oct 2028 Term TIPS ETF shares in Q1 2026, an estimated $5.95K.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3276 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q2 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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