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American Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

American Financial Advisors’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 		$572K Sell
5,226
-128
-2% -$14.2K 0.07% 95
2026
Q1 		$591K Sell
5,354
-232
-4% -$25.7K 0.08% 79
2025
Q4 		$614K Sell
5,586
-2,164
-28% -$240K 0.08% 79
2025
Q3 		$862K Sell
7,750
-2,069
-21% -$229K 0.11% 72
2025
Q2 		$1.08M Buy
9,819
+82
+0.8% +$8.94K 0.15% 61
2025
Q1 		$1.08M Sell
9,737
-383
-4% -$41.6K 0.16% 54
2024
Q4 		$1.08M Sell
10,120
-312
-3% -$33.8K 0.15% 55
2024
Q3 		$1.15M Sell
10,432
-1,420
-12% -$154K 0.16% 55
2024
Q2 		$1.27M Sell
11,852
-1,929
-14% -$205K 0.18% 53
2024
Q1 		$1.48M Sell
13,781
-458
-3% -$48.9K 0.21% 49
2023
Q4 		$1.53M Sell
14,239
-3,220
-18% -$337K 0.23% 46
2023
Q3 		$1.81M Sell
17,459
-2,200
-11% -$233K 0.29% 42
2023
Q2 		$2.12M Sell
19,659
-2,459
-11% -$268K 0.33% 42
2023
Q1 		$2.44M Sell
22,118
-2,039
-8% -$221K 0.4% 37
2022
Q4 		$2.57M Sell
24,157
-1,821
-7% -$194K 0.44% 35
2022
Q3 		$2.73M Buy
+25,978
New +$2.94M 0.47% 33
2022
Q2 		– Sell
-26,284
Closed -$3.27M – 130
2022
Q1 		$3.27M Sell
26,284
-256
-1% -$32.2K 0.45% 33
2021
Q4 		$3.43M Sell
26,540
-2,332
-8% -$301K 0.44% 31
2021
Q3 		$3.69M Sell
28,872
-1,542
-5% -$199K 0.49% 32
2021
Q2 		$3.89M Sell
30,414
-3,514
-10% -$446K 0.54% 32
2021
Q1 		$4.26M Sell
33,928
-3,466
-9% -$439K 0.63% 30
2020
Q4 		$4.77M Sell
37,394
-3,852
-9% -$486K 0.68% 32
2020
Q3 		$5.22M Sell
41,246
-649
-2% -$81.5K 0.85% 30
2020
Q2 		$5.23M Sell
41,895
-1,369
-3% -$166K 0.84% 30
2020
Q1 		$5.28M Sell
43,264
-93,089
-68% -$11M 0.95% 31
2019
Q4 		$15.8M Sell
136,353
-19,171
-12% -$2.23M 2.78% 14
2019
Q3 		$18.1M Buy
155,524
+6,167
+4% +$716K 3.42% 11
2019
Q2 		$17.2M Buy
149,357
+4,644
+3% +$528K 3.37% 12
2019
Q1 		$16.4M Sell
144,713
-20,086
-12% -$2.23M 3.34% 12
2018
Q4 		$18M Buy
+164,799
New +$18M 3.96% 9

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

American Financial Advisors's TIP Position: Q2 2026 in Review

American Financial Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 2.4% in Q2 2026, selling an estimated $14.2K and leaving 5,226 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #95.

American Financial Advisors first reported a position in TIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.1M in Q3 2019. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • American Financial Advisors held 5,226 shares of iShares TIPS Bond ETF worth $572K as of Q2 2026.
  • American Financial Advisors sold 128 iShares TIPS Bond ETF shares in Q2 2026, an estimated $14.2K.
  • iShares TIPS Bond ETF made up 0.07% of American Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • American Financial Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • American Financial Advisors's iShares TIPS Bond ETF position peaked at $18.1M in Q3 2019.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.