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AlphaCore Capital’s iShares TIPS Bond ETF TIP Stock Holding History

AlphaCore Capital’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 		$487K Buy
4,447
+329
+8% +$36.4K 0.01% 696
2026
Q1 		$454K Sell
4,118
-137
-3% -$15.2K 0.01% 576
2025
Q4 		$468K Buy
4,255
+2,052
+93% +$228K 0.01% 629
2025
Q3 		$245K Buy
2,203
+447
+25% +$49.4K 0.01% 644
2025
Q2 		$193K Hold
1,756
– – 0.01% 588
2025
Q1 		$195K Buy
+1,756
New +$191K 0.02% 447
2024
Q1 		– Sell
-1,859
Closed -$200K – 357
2023
Q4 		$200K Hold
1,859
– – 0.03% 217
2023
Q3 		$193K Buy
1,859
+103
+6% +$10.9K 0.03% 215
2023
Q2 		$189K Buy
1,756
+656
+60% +$71.4K 0.03% 198
2023
Q1 		$121K Sell
1,100
-261
-19% -$28.2K 0.03% 143
2022
Q4 		$145K Buy
1,361
+261
+24% +$27.9K 0.06% 85
2022
Q3 		$115K Hold
1,100
– – 0.05% 75
2022
Q2 		$125K Buy
+1,100
New +$130K 0.06% 80
2021
Q4 		– Sell
-45
Closed -$6K – 128
2021
Q3 		$6K Sell
45
-497
-92% -$64.1K ﹤0.01% 116
2021
Q2 		$69K Buy
+542
New +$68.9K 0.04% 52
2020
Q2 		– Sell
-192
Closed -$23K – 281
2020
Q1 		$23K Hold
192
– – 0.02% 152
2019
Q4 		$22K Buy
+192
New +$22.3K 0.01% 103

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

AlphaCore Capital's TIP Position: Q2 2026 in Review

AlphaCore Capital increased its iShares TIPS Bond ETF (TIP) stake by 8% in Q2 2026, buying an estimated $36.4K and bringing the position to 4,447 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #696.

AlphaCore Capital first reported a position in TIP in Q4 2019 and has held it in 17 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • AlphaCore Capital held 4,447 shares of iShares TIPS Bond ETF worth $487K as of Q2 2026.
  • AlphaCore Capital bought 329 iShares TIPS Bond ETF shares in Q2 2026, an estimated $36.4K.
  • iShares TIPS Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #696 holding.
  • AlphaCore Capital first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.