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TRUE Private Wealth Advisors’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

TRUE Private Wealth Advisors’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 		$34.4M Sell
1,308,162
-84,580
-6% -$2.23M 2.96% 9
2026
Q1 		$36.6M Sell
1,392,742
-105,634
-7% -$2.77M 3.49% 10
2025
Q4 		$39M Buy
1,498,376
+18,420
+1% +$486K 3.91% 7
2025
Q3 		$39.5M Sell
1,479,956
-6,396
-0.4% -$169K 4.03% 6
2025
Q2 		$39.3M Buy
+1,486,352
New +$38.8M 4.42% 5

Other funds holding IBIG

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

TRUE Private Wealth Advisors reduced its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 6.1% in Q2 2026, selling an estimated $2.23M and leaving 1,308,162 shares worth $34.4M. The position accounts for 2.96% of the portfolio, ranked #9.

TRUE Private Wealth Advisors first reported a position in IBIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.5M in Q3 2025. 21 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • TRUE Private Wealth Advisors held 1,308,162 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $34.4M as of Q2 2026.
  • TRUE Private Wealth Advisors sold 84,580 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $2.23M.
  • iShares iBonds Oct 2030 Term TIPS ETF made up 2.96% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • TRUE Private Wealth Advisors's iShares iBonds Oct 2030 Term TIPS ETF position peaked at $39.5M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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