iShares Trust - iShares iBonds Oct 2031 Term TIPS ETF
US ˙ ARCA

SecurityIBIH / iShares Trust - iShares iBonds Oct 2031 Term TIPS ETF
InstitutionYoder Wealth Management, Inc.
Latest Disclosed Ownership143,728 shares
Latest Disclosed Value $ 3,768,548
Yoder Wealth Management, Inc. reports 10.72% increase in ownership of IBIH / iShares Trust - iShares iBonds Oct 2031 Term TIPS ETF

On April 22, 2026 - Yoder Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 143,728 shares of iShares Trust - iShares iBonds Oct 2031 Term TIPS ETF (US:IBIH) valued at $3,768,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 129,810 shares of iShares Trust - iShares iBonds Oct 2031 Term TIPS ETF. This represents a change in shares of 10.72% during the quarter. The current value of the position is $3,790,107 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F ISHARES TR IBONDS OCT 2031 46438G877 143,728 13,918 10.72 3,769 11.58 1.7180
2026-01-22 2025-12-31 13F ISHARES TR IBONDS OCT 2031 46438G877 129,810 3,985 3.17 3,377 0.99 1.5376
2025-10-22 2025-09-30 13F ISHARES TR IBONDS OCT 2031 46438G877 125,825 18,780 17.54 3,345 18.41 1.5827
2025-07-22 2025-06-30 13F ISHARES TR IBONDS OCT 2031 46438G877 107,045 6,560 6.53 2,825 6.81 1.4723
2025-04-22 2025-03-31 13F ISHARES TR IBONDS OCT 2031 46438G877 100,485 2,100 2.13 2,645 7.00 1.4885
2025-01-24 2024-12-31 13F ISHARES TR IBONDS OCT 2031 46438G877 98,385 48,856 98.64 2,471 89.20 1.3651
2024-10-23 2024-09-30 13F ISHARES TR IBONDS OCT 2031 46438G877 49,529 10,590 27.20 1,307 30.34 0.7847
2024-07-23 2024-06-30 13F ISHARES TR IBONDS OCT 2031 46438G877 38,939 38,939 1,002 0.6489
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.