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Strategic Financial Concepts’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Strategic Financial Concepts’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
Q2 		$283K Hold
10,770
– – 0.08% 186
2026
Q1 		$283K Buy
+10,770
New +$281K 0.07% 222

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
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

Strategic Financial Concepts's IBIE Position: Q2 2026 in Review

Strategic Financial Concepts held its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) position steady in Q2 2026 at 10,770 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #186.

Strategic Financial Concepts first reported a position in IBIE in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Strategic Financial Concepts held 10,770 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $283K as of Q2 2026.
  • Strategic Financial Concepts left its iShares iBonds Oct 2028 Term TIPS ETF share count unchanged in Q2 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #186 holding.
  • Strategic Financial Concepts first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.