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Alliance Wealth Advisors (Utah)’s iShares TIPS Bond ETF TIP Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$217K Sell
1,983
-1,658
-46% -$183K 0.04% 225
2026
Q1 		$402K Sell
3,641
-4,070
-53% -$450K 0.09% 156
2025
Q4 		$848K Sell
7,711
-4,925
-39% -$546K 0.18% 118
2025
Q3 		$1.41M Sell
12,636
-18,182
-59% -$2.01M 0.33% 78
2025
Q2 		$3.39M Sell
30,818
-58,315
-65% -$6.36M 0.81% 40
2025
Q1 		$9.9M Buy
89,133
+31,678
+55% +$3.44M 2.58% 3
2024
Q4 		$6.12M Buy
57,455
+21,297
+59% +$2.31M 1.58% 10
2024
Q3 		$3.99M Sell
36,158
-24,668
-41% -$2.68M 1.05% 26
2024
Q2 		$6.5M Buy
60,826
+46,514
+325% +$4.95M 1.91% 6
2024
Q1 		$1.54M Buy
14,312
+1,969
+16% +$210K 0.46% 63
2023
Q4 		$1.33M Sell
12,343
-39,323
-76% -$4.11M 0.45% 63
2023
Q3 		$5.36M Buy
+51,666
New +$5.47M 1.99% 6

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s TIP Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares TIPS Bond ETF (TIP) stake by 46% in Q2 2026, selling an estimated $183K and leaving 1,983 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #225.

Alliance Wealth Advisors (Utah) first reported a position in TIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.9M in Q1 2025. 279 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,983 shares of iShares TIPS Bond ETF worth $217K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,658 iShares TIPS Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares TIPS Bond ETF made up 0.04% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #225 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares TIPS Bond ETF position peaked at $9.9M in Q1 2025.
  • 279 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.