Yoder Wealth Management’s iShares iBonds Oct 2032 Term TIPS ETF IBII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$380K	Hold	14,600	–	–	0.15%	86
2026 Q1	$378K	Buy	14,600 +6,000	+70%	+$156K	0.17%	76
2025 Q4	$221K	Hold	8,600	–	–	0.1%	110
2025 Q3	$226K	Hold	8,600	–	–	0.11%	110
2025 Q2	$224K	Hold	8,600	–	–	0.12%	105
2025 Q1	$224K	Hold	8,600	–	–	0.13%	100
2024 Q4	$214K	Buy	+8,600	New	+$218K	0.12%	104

Other funds holding IBII

QFA

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Yoder Wealth Management's IBII Position: Q2 2026 in Review

Yoder Wealth Management held its iShares iBonds Oct 2032 Term TIPS ETF (IBII) position steady in Q2 2026 at 14,600 shares worth $380K. The position accounts for 0.15% of the portfolio, ranked #86.

Yoder Wealth Management first reported a position in IBII in Q4 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold IBII as of Q2 2026.

Yoder Wealth Management held 14,600 shares of iShares iBonds Oct 2032 Term TIPS ETF worth $380K as of Q2 2026.
Yoder Wealth Management left its iShares iBonds Oct 2032 Term TIPS ETF share count unchanged in Q2 2026.
iShares iBonds Oct 2032 Term TIPS ETF made up 0.15% of Yoder Wealth Management's portfolio in Q2 2026, its #86 holding.
Yoder Wealth Management first reported a position in iShares iBonds Oct 2032 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
6 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.