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TRUE Private Wealth Advisors’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

TRUE Private Wealth Advisors’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 		$33.9M Sell
1,288,159
-192,123
-13% -$5.06M 2.92% 11
2026
Q1 		$38.8M Sell
1,480,282
-148,084
-9% -$3.87M 3.7% 4
2025
Q4 		$42.3M Buy
1,628,366
+2,690
+0.2% +$70.5K 4.24% 5
2025
Q3 		$43M Buy
1,625,676
+1,518
+0.1% +$39.9K 4.39% 3
2025
Q2 		$42.7M Buy
+1,624,158
New +$42.4M 4.8% 3

Other funds holding IBIE

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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

TRUE Private Wealth Advisors's IBIE Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 13% in Q2 2026, selling an estimated $5.06M and leaving 1,288,159 shares worth $33.9M. The position accounts for 2.92% of the portfolio, ranked #11.

TRUE Private Wealth Advisors first reported a position in IBIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $43M in Q3 2025. 37 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • TRUE Private Wealth Advisors held 1,288,159 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $33.9M as of Q2 2026.
  • TRUE Private Wealth Advisors sold 192,123 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $5.06M.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 2.92% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • TRUE Private Wealth Advisors's iShares iBonds Oct 2028 Term TIPS ETF position peaked at $43M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.