Advisornet Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$149K Sell
1,361
-121
-8% -$13.4K 0.01% 733
2026
Q1
$164K Sell
1,482
-106
-7% -$11.7K 0.01% 668
2025
Q4
$175K Buy
1,588
+35
+2% +$3.88K 0.01% 637
2025
Q3
$173K Sell
1,553
-2,106
-58% -$233K 0.01% 636
2025
Q2
$403K Sell
3,659
-764
-17% -$83.3K 0.03% 413
2025
Q1
$491K Sell
4,423
-111
-2% -$12.1K 0.04% 352
2024
Q4
$483K Sell
4,534
-3,260
-42% -$353K 0.04% 320
2024
Q3
$861K Sell
7,794
-2,644
-25% -$287K 0.06% 247
2024
Q2
$1.11M Sell
10,438
-156
-1% -$16.6K 0.1% 193
2024
Q1
$1.14M Sell
10,594
-4,034
-28% -$431K 0.11% 188
2023
Q4
$1.57M Sell
14,628
-110,869
-88% -$11.6M 0.15% 165
2023
Q3
$13M Buy
125,497
+6,735
+6% +$713K 1.18% 18
2023
Q2
$12.8M Buy
118,762
+4,229
+4% +$461K 1.09% 19
2023
Q1
$12.6M Buy
114,533
+10,653
+10% +$1.15M 1.15% 16
2022
Q4
$11.1M Buy
103,880
+4,902
+5% +$523K 1.09% 16
2022
Q3
$10.4M Buy
98,978
+4,378
+5% +$496K 1.04% 15
2022
Q2
$10.8M Buy
94,600
+77,784
+463% +$9.22M 1.06% 14
2022
Q1
$2.1M Buy
16,816
+11,856
+239% +$1.49M 0.13% 154
2021
Q4
$641K Buy
4,960
+172
+4% +$22.2K 0.04% 350
2021
Q3
$611K Buy
4,788
+1,944
+68% +$251K 0.04% 329
2021
Q2
$364K Buy
2,844
+55
+2% +$6.99K 0.02% 440
2021
Q1
$350K Hold
2,789
0.02% 431
2020
Q4
$356K Buy
2,789
+80
+3% +$10.1K 0.03% 392
2020
Q3
$343K Sell
2,709
-144
-5% -$18.1K 0.03% 401
2020
Q2
$351K Buy
2,853
+6
+0.2% +$729 0.03% 407
2020
Q1
$336K Sell
2,847
-1,069
-27% -$126K 0.03% 380
2019
Q4
$457K Buy
3,916
+264
+7% +$30.7K 0.04% 347
2019
Q3
$425K Buy
3,652
+207
+6% +$24K 0.04% 359
2019
Q2
$398K Buy
3,445
+489
+17% +$55.6K 0.04% 335
2019
Q1
$334K Buy
2,956
+200
+7% +$22.2K 0.04% 354
2018
Q4
$302K Sell
2,756
-10
-0.4% -$1.09K 0.04% 332
2018
Q3
$306K Sell
2,766
-126
-4% -$14.1K 0.04% 344
2018
Q2
$326K Sell
2,892
-68
-2% -$7.63K 0.04% 307
2018
Q1
$335K Sell
2,960
-8,080
-73% -$910K 0.05% 295
2017
Q4
$1.26M Buy
+11,040
New +$1.26M 0.19% 106

Other funds holding TIP

Advisornet Financial's TIP Position: Q2 2026 in Review

Advisornet Financial reduced its iShares TIPS Bond ETF (TIP) stake by 8.2% in Q2 2026, selling an estimated $13.4K and leaving 1,361 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #733.

Advisornet Financial first reported a position in TIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $13M in Q3 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Advisornet Financial held 1,361 shares of iShares TIPS Bond ETF worth $149K as of Q2 2026.
  • Advisornet Financial sold 121 iShares TIPS Bond ETF shares in Q2 2026, an estimated $13.4K.
  • iShares TIPS Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #733 holding.
  • Advisornet Financial first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares TIPS Bond ETF position peaked at $13M in Q3 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.