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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
Q1 		$283K Buy
+10,770
New +$281K 0.07% 222

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $1.65B AUM 20.56% 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 $5.08B AUM 25.65% 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 $205M AUM 10.53% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

Strategic Financial Concepts's IBIE Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q1 2026: 10,770 shares worth $283K. The stake represents 0.07% of the portfolio and ranks #222 among its holdings.

31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

  • Strategic Financial Concepts held 10,770 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $283K as of Q1 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF was a new Strategic Financial Concepts position in Q1 2026.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 0.07% of Strategic Financial Concepts's portfolio in Q1 2026, its #222 holding.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.