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Steward Partners Investment Advisory’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBIG Stock Details IBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5K Sell
665
-120
-15% -$3.16K ﹤0.01% 3470
2026
Q1 		$20.6K Sell
785
-138
-15% -$3.62K ﹤0.01% 3218
2025
Q4 		$24.1K Sell
923
-4
-0.4% -$106 ﹤0.01% 3064
2025
Q3 		$24.7K Buy
927
+8
+0.9% +$212 ﹤0.01% 2993
2025
Q2 		$24.3K Buy
919
+271
+42% +$7.08K ﹤0.01% 2828
2025
Q1 		$17.1K Buy
648
+257
+66% +$6.62K ﹤0.01% 2877
2024
Q4 		$9.89K Buy
+391
New +$10K ﹤0.01% 3104

Other funds holding IBIG

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 15% in Q2 2026, selling an estimated $3.16K and leaving 665 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Steward Partners Investment Advisory first reported a position in IBIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.7K in Q3 2025. 21 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • Steward Partners Investment Advisory held 665 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $17.5K as of Q2 2026.
  • Steward Partners Investment Advisory sold 120 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $3.16K.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3470 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Oct 2030 Term TIPS ETF position peaked at $24.7K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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