WOSD
IBIB

WFA of San Diego’s iShares iBonds Oct 2025 Term TIPS ETF IBIB Stock Holding History

WFA of San Diego’s Portfolio IBIB Stock Details IBIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-400
Closed -$10.2K – 427
2025
Q2 		$10.2K Buy
+400
New +$10.2K 0.01% 321
2024
Q3 		$10.2K Buy
+400
New +$10.1K 0.01% 285

Other funds holding IBIB

HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WFA of San Diego's IBIB Position: Q3 2025 in Review

WFA of San Diego sold out of iShares iBonds Oct 2025 Term TIPS ETF (IBIB) in Q3 2025, closing a stake of 400 shares — an estimated $10.2K sold.

WFA of San Diego first reported a position in IBIB in Q3 2024 and held it in 2 quarters. The position peaked at $10.2K in Q2 2025. 16 funds tracked by Wall St. Rank hold IBIB as of Q3 2025.

  • WFA of San Diego reported no remaining iShares iBonds Oct 2025 Term TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • WFA of San Diego sold 400 iShares iBonds Oct 2025 Term TIPS ETF shares in Q3 2025, an estimated $10.2K.
  • WFA of San Diego first reported a position in iShares iBonds Oct 2025 Term TIPS ETF in Q3 2024 and held it in 2 quarters.
  • WFA of San Diego's iShares iBonds Oct 2025 Term TIPS ETF position peaked at $10.2K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Oct 2025 Term TIPS ETF as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.