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Steward Partners Investment Advisory’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBIH Stock Details IBIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.5K Buy
3,139
+170
+6% +$4.48K ﹤0.01% 2692
2026
Q1 		$77.9K Buy
2,969
+98
+3% +$2.57K ﹤0.01% 2524
2025
Q4 		$74.7K Buy
2,871
+741
+35% +$19.5K ﹤0.01% 2456
2025
Q3 		$56.6K Buy
2,130
+29
+1% +$765 ﹤0.01% 2541
2025
Q2 		$55.4K Buy
2,101
+1,160
+123% +$30.1K ﹤0.01% 2426
2025
Q1 		$24.8K Buy
941
+115
+14% +$2.95K ﹤0.01% 2709
2024
Q4 		$20.7K Buy
+826
New +$21.2K ﹤0.01% 2775

Other funds holding IBIH

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
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 5.7% in Q2 2026, buying an estimated $4.48K and bringing the position to 3,139 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Steward Partners Investment Advisory first reported a position in IBIH in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

  • Steward Partners Investment Advisory held 3,139 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $82.5K as of Q2 2026.
  • Steward Partners Investment Advisory bought 170 iShares iBonds Oct 2031 Term TIPS ETF shares in Q2 2026, an estimated $4.48K.
  • iShares iBonds Oct 2031 Term TIPS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2692 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

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