Yoder Wealth Management’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

Yoder Wealth Management’s Portfolio IBIH Stock Details IBIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.77M	Buy	143,728 +13,918	+11%	+$365K	1.72%	18
2025 Q4	$3.38M	Buy	129,810 +3,985	+3%	+$105K	1.54%	21
2025 Q3	$3.34M	Buy	125,825 +18,780	+18%	+$495K	1.58%	20
2025 Q2	$2.82M	Buy	107,045 +6,560	+7%	+$170K	1.47%	22
2025 Q1	$2.64M	Buy	100,485 +2,100	+2%	+$53.8K	1.49%	24
2024 Q4	$2.47M	Buy	98,385 +48,856	+99%	+$1.25M	1.37%	24
2024 Q3	$1.31M	Buy	49,529 +10,590	+27%	+$274K	0.78%	35
2024 Q2	$1M	Buy	+38,939	New	+$989K	0.65%	41

Other funds holding IBIH

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $370M AUM 17.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Yoder Wealth Management's IBIH Position: Q1 2026 in Review

Yoder Wealth Management increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 11% in Q1 2026, buying an estimated $365K and bringing the position to 143,728 shares worth $3.77M. The position accounts for 1.72% of the portfolio, ranked #18.

Yoder Wealth Management first reported a position in IBIH in Q2 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold IBIH as of Q1 2026.

Yoder Wealth Management held 143,728 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $3.77M as of Q1 2026.
Yoder Wealth Management bought 13,918 iShares iBonds Oct 2031 Term TIPS ETF shares in Q1 2026, an estimated $365K.
iShares iBonds Oct 2031 Term TIPS ETF made up 1.72% of Yoder Wealth Management's portfolio in Q1 2026, its #18 holding.
Yoder Wealth Management first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q2 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.