Gemmer Asset Management 13F: New $75M Stake in IBIE

Gemmer Asset Management has opened a new position in the iShares iBonds Oct 2028 Term TIPS ETF (IBIE) with a filing on October 16, 2026. The fund acquired 2,919,207 shares valued at approximately $74.9 million. This marks a significant move as it reflects a growing interest in inflation-protected securities amid ongoing economic uncertainty.

What Changed in Gemmer Asset Management's Position

Gemmer Asset Management took a new stake in the iShares iBonds Oct 2028 Term TIPS ETF. The fund now holds 2,919,207 shares, representing a fresh commitment to this inflation-protected ETF. This move reflects a strategy to capitalize on potential inflationary pressures impacting the financial markets.

Other Institutional Activity in IBIE

As such, there are no other institutional moves to highlight in relation to this ETF.

iShares iBonds Oct 2028 Term TIPS ETF Stock Up 0.2%

The iShares iBonds Oct 2028 Term TIPS ETF recently traded around $25.73 as of October 16, 2026. This price is about equal to its 50-day moving average but below its 200-day average. The shares are currently about 2.9% below their 52-week high of $26.49 and above their 52-week low of $25.54, which reflects the fund's position in a fluctuating market.

Recent Earnings

There is no recent earnings data available for the iShares iBonds Oct 2028 Term TIPS ETF, as it is an exchange-traded fund focused on fixed income securities rather than equity earnings.

Dividend

The iShares iBonds Oct 2028 Term TIPS ETF has a dividend yield of 4.98%. This yield can be attractive to investors looking for income amid a low-interest-rate environment.

Insider Buying and Selling at iShares iBonds Oct 2028 Term TIPS ETF

This lack of activity means there are no new insider trades to discuss.

About iShares iBonds Oct 2028 Term TIPS ETF

The iShares iBonds Oct 2028 Term TIPS ETF invests in inflation-protected securities issued by the U.S. Treasury that are set to mature between January 1, 2028, and October 15, 2028. This strategy aims to provide investors with a hedge against inflation while offering exposure to U.S. government debt.

Bottom Line

Gemmer Asset Management's new position in the iShares iBonds Oct 2028 Term TIPS ETF highlights a strategic move toward inflation-protected investments. Investors should keep an eye on upcoming filings and performance in the context of inflation trends. This filing reflects holdings as of the reporting period and may not represent the fund's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.