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 Q3	$4.69M	Buy	187,428 +22,160	+13%	+$566K	1.77%	17
2026 Q2	$4.34M	Buy	165,268 +21,540	+15%	+$567K	1.7%	18
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

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Yoder Wealth Management's IBIH Position: Q3 2026 in Review

Yoder Wealth Management increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 13% in Q3 2026, buying an estimated $566K and bringing the position to 187,428 shares worth $4.69M. The position accounts for 1.77% of the portfolio, ranked #17.

Yoder Wealth Management first reported a position in IBIH in Q2 2024 and has held it in 10 quarters since. 4 funds tracked by Wall St. Rank hold IBIH as of Q3 2026.

Yoder Wealth Management held 187,428 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $4.69M as of Q3 2026.
Yoder Wealth Management bought 22,160 iShares iBonds Oct 2031 Term TIPS ETF shares in Q3 2026, an estimated $566K.
iShares iBonds Oct 2031 Term TIPS ETF made up 1.77% of Yoder Wealth Management's portfolio in Q3 2026, its #17 holding.
Yoder Wealth Management first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q2 2024 and has held it in 10 quarters since.
4 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.