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 Q3	$1.04M	Buy	42,220 +27,620	+189%	+$695K	0.39%	52
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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

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

Yoder Wealth Management increased its iShares iBonds Oct 2032 Term TIPS ETF (IBII) stake by 189% in Q3 2026, buying an estimated $695K and bringing the position to 42,220 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #52.

Yoder Wealth Management first reported a position in IBII in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold IBII as of Q3 2026.

Yoder Wealth Management held 42,220 shares of iShares iBonds Oct 2032 Term TIPS ETF worth $1.04M as of Q3 2026.
Yoder Wealth Management bought 27,620 iShares iBonds Oct 2032 Term TIPS ETF shares in Q3 2026, an estimated $695K.
iShares iBonds Oct 2032 Term TIPS ETF made up 0.39% of Yoder Wealth Management's portfolio in Q3 2026, its #52 holding.
Yoder Wealth Management first reported a position in iShares iBonds Oct 2032 Term TIPS ETF in Q4 2024 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q3 2026.

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