1620 Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

1620 Investment Advisors’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.92K	Hold	45	–	–	﹤0.01%	555
2026 Q1	$4.97K	Hold	45	–	–	﹤0.01%	530
2025 Q4	$4.95K	Hold	45	–	–	﹤0.01%	519
2025 Q3	$5K	Buy	+45	New	+$4.97K	﹤0.01%	516
2024 Q4	–	Hold	0	–	–	–	695
2024 Q3	–	Sell	-5	Closed	-$543	–	700
2024 Q2	$574	Buy	+5	New	+$532	﹤0.01%	578
2024 Q1	–	Sell	-17,512	Closed	-$1.88M	–	150
2023 Q4	$1.88M	Sell	17,512 -535	-3%	-$55.9K	2.06%	10
2023 Q3	$1.87M	Sell	18,047 -190	-1%	-$20.1K	2.12%	7
2023 Q2	$1.96M	Buy	18,237 +369	+2%	+$40.2K	2.13%	8
2023 Q1	$1.97M	Sell	17,868 -60	-0.3%	-$6.49K	2.38%	6
2022 Q4	$1.91M	Sell	17,928 -888	-5%	-$94.8K	2.31%	6
2022 Q3	$1.97M	Buy	18,816 +190	+1%	+$21.5K	2.91%	4
2022 Q2	$2.12M	Sell	18,626 -5,588	-23%	-$663K	2.93%	4
2022 Q1	$3.13M	Hold	24,214	–	–	3.41%	2
2021 Q4	$3.13M	Buy	+24,214	New	+$3.12M	3.5%	2

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1620 Investment Advisors's TIP Position: Q2 2026 in Review

1620 Investment Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 45 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

1620 Investment Advisors first reported a position in TIP in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.13M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

1620 Investment Advisors held 45 shares of iShares TIPS Bond ETF worth $4.92K as of Q2 2026.
1620 Investment Advisors left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #555 holding.
1620 Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 14 quarters since.
1620 Investment Advisors's iShares TIPS Bond ETF position peaked at $3.13M in Q1 2022.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.