AAS
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Ameritas Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Ameritas Advisory 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 		$1.21M Sell
10,972
-648
-6% -$71.7K 0.05% 331
2025
Q4 		$1.28M Buy
11,620
+7,857
+209% +$872K 0.05% 319
2025
Q3 		$419K Sell
3,763
-1,697
-31% -$187K 0.03% 443
2025
Q2 		$601K Sell
5,460
-3,186
-37% -$347K 0.03% 460
2025
Q1 		$942K Sell
8,646
-396
-4% -$43K 0.04% 412
2024
Q4 		$963K Buy
9,042
+17
+0.2% +$1.84K 0.03% 425
2024
Q3 		$997K Sell
9,025
-576
-6% -$62.6K 0.04% 390
2024
Q2 		$1.03M Sell
9,601
-452
-4% -$48.1K 0.04% 405
2024
Q1 		$1.07M Buy
10,053
+106
+1% +$11.3K 0.04% 361
2023
Q4 		$1.06M Sell
9,947
-4,833
-33% -$505K 0.06% 272
2023
Q3 		$1.52M Buy
14,780
+5,802
+65% +$614K 0.08% 248
2023
Q2 		$950K Sell
8,978
-12,565
-58% -$1.37M 0.12% 186
2023
Q1 		$2.37M Sell
21,543
-7,591
-26% -$821K 0.12% 167
2022
Q4 		$3.1M Buy
29,134
+2,031
+7% +$217K 0.14% 147
2022
Q3 		$2.84M Buy
27,103
+214
+0.8% +$24.2K 0.17% 124
2022
Q2 		$3.06M Buy
26,889
+6,225
+30% +$738K 0.18% 126
2022
Q1 		$2.57M Buy
20,664
+5,643
+38% +$710K 0.09% 173
2021
Q4 		$1.94M Buy
+15,021
New +$1.94M 0.07% 222

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

Ameritas Advisory Services's TIP Position: Q1 2026 in Review

Ameritas Advisory Services reduced its iShares TIPS Bond ETF (TIP) stake by 5.6% in Q1 2026, selling an estimated $71.7K and leaving 10,972 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #331.

Ameritas Advisory Services first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.1M in Q4 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Ameritas Advisory Services held 10,972 shares of iShares TIPS Bond ETF worth $1.21M as of Q1 2026.
  • Ameritas Advisory Services sold 648 iShares TIPS Bond ETF shares in Q1 2026, an estimated $71.7K.
  • iShares TIPS Bond ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q1 2026, its #331 holding.
  • Ameritas Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's iShares TIPS Bond ETF position peaked at $3.1M in Q4 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.