18 institutions reported holding $60.6M of ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUE Private Wealth Advisors ($33.9M), Quantum Financial Advisors, LLC ($9.7M), North Star Investment Management Corp. ($5.9M), CENTRAL TRUST Co ($2.6M), Split Rock Private Trading & Wealth Management, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUE Private Wealth Advisors | $33.9M | 1.3M | Trimmed |
| 2 | Quantum Financial Advisors, LLC | $9.7M | 368,799 | Added |
| 3 | North Star Investment Management Corp. | $5.9M | 224,023 | Added |
| 4 | CENTRAL TRUST Co | $2.6M | 99,280 | Added |
| 5 | Split Rock Private Trading & Wealth Management, LLC | $2.2M | 82,068 | New |
| 6 | JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 39,506 | Added |
| 7 | DAVENPORT & Co LLC | $1.0M | 38,443 | New |
| 8 | Gateway Wealth Partners, LLC | $896,309 | 34,080 | New |
| 9 | Penobscot Investment Management Company, Inc. | $894,200 | 34,000 | Added |
| 10 | MKT Advisors LLC | $486,636 | 18,932 | Added |
| 11 | ARK & TLK INVESTMENTS, LLC | $471,005 | 17,909 | Hold |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $368,253 | 14,002 | New |
| 13 | 4Thought Financial Group Inc. | $364,581 | 13,862 | Added |
| 14 | Strategic Financial Concepts, LLC | $283,251 | 10,770 | Hold |
| 15 | Clark Asset Management, LLC | $266,496 | 10,133 | Added |
| 16 | Farther Finance Advisors, LLC | $183,588 | 6,981 | Added |
| 17 | BARRETT & COMPANY, INC. | $26,300 | 1,000 | Hold |
| 18 | Asset Dedication, LLC | $26,143 | 994 | Added |
Source: SEC Form 13F filings · as of 2026-06-30