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American Capital Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

American Capital Advisory’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 		$97.2K Hold
888
– – 0.04% 158
2026
Q1 		$98K Buy
+888
New +$98.3K 0.04% 151

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Capital Advisory's TIP Position: Q2 2026 in Review

American Capital Advisory held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 888 shares worth $97.2K. The position accounts for 0.04% of the portfolio, ranked #158.

American Capital Advisory first reported a position in TIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $98K in Q1 2026. 664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • American Capital Advisory held 888 shares of iShares TIPS Bond ETF worth $97.2K as of Q2 2026.
  • American Capital Advisory left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.04% of American Capital Advisory's portfolio in Q2 2026, its #158 holding.
  • American Capital Advisory first reported a position in iShares TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • American Capital Advisory's iShares TIPS Bond ETF position peaked at $98K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.