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Steward Partners Investment Advisory’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBIF Stock Details IBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Buy
10,059
+257
+3% +$6.73K ﹤0.01% 1872
2025
Q4 		$255K Buy
9,802
+5,309
+118% +$140K ﹤0.01% 1795
2025
Q3 		$119K Buy
4,493
+1,906
+74% +$50.3K ﹤0.01% 2125
2025
Q2 		$68.3K Buy
2,587
+1,801
+229% +$47.1K ﹤0.01% 2310
2025
Q1 		$20.7K Hold
786
– – ﹤0.01% 2791
2024
Q4 		$19.9K Buy
+786
New +$20.2K ﹤0.01% 2799

Other funds holding IBIF

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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 2.6% in Q1 2026, buying an estimated $6.73K and bringing the position to 10,059 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Steward Partners Investment Advisory first reported a position in IBIF in Q4 2024 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold IBIF as of Q1 2026.

  • Steward Partners Investment Advisory held 10,059 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $264K as of Q1 2026.
  • Steward Partners Investment Advisory bought 257 iShares iBonds Oct 2029 Term TIPS ETF shares in Q1 2026, an estimated $6.73K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1872 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q1 2026.

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