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Alan B. Lancz & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Alan B. Lancz & Associates’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 		$298K Hold
2,725
– – 0.26% 100
2026
Q1 		$301K Hold
2,725
– – 0.29% 93
2025
Q4 		$300K Hold
2,725
– – 0.26% 97
2025
Q3 		$303K Hold
2,725
– – 0.27% 96
2025
Q2 		$300K Hold
2,725
– – 0.3% 88
2025
Q1 		$303K Hold
2,725
– – 0.32% 86
2024
Q4 		$290K Hold
2,725
– – 0.3% 91
2024
Q3 		$301K Hold
2,725
– – 0.28% 96
2024
Q2 		$291K Buy
+2,725
New +$290K 0.29% 99
2023
Q4 		$293K Sell
2,725
-175
-6% -$18.3K 0.31% 97
2023
Q3 		$301K Hold
2,900
– – 0.34% 89
2023
Q2 		$312K Hold
2,900
– – 0.33% 93
2023
Q1 		$320K Hold
2,900
– – 0.33% 92
2022
Q4 		$314K Sell
2,900
-250
-8% -$26.7K 0.32% 95
2022
Q3 		$330K Hold
3,150
– – 0.39% 79
2022
Q2 		$372K Sell
3,150
-526
-14% -$62.4K 0.37% 80
2022
Q1 		$458K Hold
3,676
– – 0.4% 73
2021
Q4 		$475K Buy
+3,676
New +$474K 0.42% 68

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alan B. Lancz & Associates's TIP Position: Q2 2026 in Review

Alan B. Lancz & Associates held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 2,725 shares worth $298K. The position accounts for 0.26% of the portfolio, ranked #100.

Alan B. Lancz & Associates first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $475K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Alan B. Lancz & Associates held 2,725 shares of iShares TIPS Bond ETF worth $298K as of Q2 2026.
  • Alan B. Lancz & Associates left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.26% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #100 holding.
  • Alan B. Lancz & Associates first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Alan B. Lancz & Associates's iShares TIPS Bond ETF position peaked at $475K in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.