AIS
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American Investment Services’s iShares TIPS Bond ETF TIP Stock Holding History

American Investment Services’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
Q1 		$1.65M Buy
14,979
+315
+2% +$34.9K 0.37% 55
2025
Q4 		$1.61M Buy
14,664
+461
+3% +$51.1K 0.37% 56
2025
Q3 		$1.58M Sell
14,203
-820
-5% -$90.6K 0.38% 55
2025
Q2 		$1.65M Sell
15,023
-2,799
-16% -$305K 0.42% 54
2025
Q1 		$1.98M Sell
17,822
-274
-2% -$29.8K 0.35% 59
2024
Q4 		$1.93M Buy
18,096
+370
+2% +$40.1K 0.34% 58
2024
Q3 		$1.96M Sell
17,726
-1,136
-6% -$123K 0.33% 60
2024
Q2 		$2.01M Sell
18,862
-11,209
-37% -$1.19M 0.36% 57
2024
Q1 		$3.23M Sell
30,071
-235
-0.8% -$25.1K 0.57% 42
2023
Q4 		$3.26M Sell
30,306
-8,860
-23% -$926K 0.61% 44
2023
Q3 		$4.06M Sell
39,166
-501
-1% -$53K 0.87% 33
2023
Q2 		$4.27M Sell
39,667
-22,342
-36% -$2.43M 0.87% 32
2023
Q1 		$6.6M Hold
62,009
– – 1.36% 23
2022
Q4 		$6.6M Buy
62,009
+5,981
+11% +$639K 1.36% 23
2022
Q3 		$5.88M Buy
56,028
+12,722
+29% +$1.44M 1.4% 23
2022
Q2 		$4.93M Buy
43,306
+33,016
+321% +$3.92M 1.12% 26
2022
Q1 		$1.28M Buy
10,290
+1,599
+18% +$201K 0.28% 53
2021
Q4 		$1.12M Buy
8,691
+40
+0.5% +$5.16K 0.25% 59
2021
Q3 		$1.1M Buy
8,651
+355
+4% +$45.8K 0.25% 59
2021
Q2 		$1.06M Buy
8,296
+775
+10% +$98.5K 0.24% 59
2021
Q1 		$944K Buy
7,521
+392
+5% +$49.6K 0.26% 58
2020
Q4 		$910K Sell
7,129
-272
-4% -$34.3K 0.28% 51
2020
Q3 		$936K Buy
7,401
+850
+13% +$107K 0.31% 51
2020
Q2 		$806K Sell
6,551
-927
-12% -$113K 0.28% 59
2020
Q1 		$882K Buy
7,478
+23
+0.3% +$2.71K 0.34% 49
2019
Q4 		$869K Buy
7,455
+35
+0.5% +$4.07K 0.26% 66
2019
Q3 		$863K Buy
7,420
+10
+0.1% +$1.16K 0.27% 67
2019
Q2 		$856K Sell
7,410
-18
-0.2% -$2.05K 0.27% 63
2019
Q1 		$840K Sell
7,428
-7
-0.1% -$776 0.27% 57
2018
Q4 		$814K Buy
7,435
+697
+10% +$76.1K 0.29% 58
2018
Q3 		$745K Buy
6,738
+400
+6% +$44.7K 0.25% 61
2018
Q2 		$715K Hold
6,338
– – 0.25% 61
2018
Q1 		$717K Buy
6,338
+588
+10% +$66.2K 0.25% 63
2017
Q4 		$656K Sell
5,750
-705
-11% -$80.2K 0.24% 63
2017
Q3 		$733K Sell
6,455
-868
-12% -$98.8K 0.28% 61
2017
Q2 		$831K Buy
7,323
+206
+3% +$23.5K 0.33% 60
2017
Q1 		$816K Buy
7,117
+388
+6% +$44.2K 0.33% 61
2016
Q4 		$762K Buy
6,729
+727
+12% +$83K 0.32% 63
2016
Q3 		$699K Hold
6,002
– – 0.29% 63
2016
Q2 		$700K Sell
6,002
-98
-2% -$11.3K 0.3% 60
2016
Q1 		$699K Hold
6,100
– – 0.34% 54
2015
Q4 		$669K Buy
6,100
+430
+8% +$47.5K 0.36% 53
2015
Q3 		$628K Sell
5,670
-125
-2% -$13.9K 0.35% 48
2015
Q2 		$649K Buy
5,795
+38
+0.7% +$4.3K 0.35% 50
2015
Q1 		$654K Hold
5,757
– – 0.35% 48
2014
Q4 		$645K Buy
5,757
+25
+0.4% +$2.82K 0.35% 47
2014
Q3 		$642K Hold
5,732
– – 0.35% 44
2014
Q2 		$661K Hold
5,732
– – 0.36% 44
2014
Q1 		$643K Sell
5,732
-570
-9% -$63.8K 0.37% 33
2013
Q4 		$693K Buy
6,302
+200
+3% +$22.3K 0.41% 31
2013
Q3 		$687K Buy
6,102
+35
+0.6% +$3.9K 0.43% 30
2013
Q2 		$680K Buy
+6,067
New +$718K 0.43% 37

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Investment Services's TIP Position: Q1 2026 in Review

American Investment Services increased its iShares TIPS Bond ETF (TIP) stake by 2.1% in Q1 2026, buying an estimated $34.9K and bringing the position to 14,979 shares worth $1.65M. The position accounts for 0.37% of the portfolio, ranked #55.

American Investment Services first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.6M in Q1 2023. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • American Investment Services held 14,979 shares of iShares TIPS Bond ETF worth $1.65M as of Q1 2026.
  • American Investment Services bought 315 iShares TIPS Bond ETF shares in Q1 2026, an estimated $34.9K.
  • iShares TIPS Bond ETF made up 0.37% of American Investment Services's portfolio in Q1 2026, its #55 holding.
  • American Investment Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • American Investment Services's iShares TIPS Bond ETF position peaked at $6.6M in Q1 2023.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.