Ancora Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Ancora 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 Q1	$529K	Hold	4,793	–	–	0.01%	515
2025 Q4	$527K	Sell	4,793 -78	-2%	-$8.65K	0.01%	531
2025 Q3	$542K	Sell	4,871 -186	-4%	-$20.5K	0.01%	545
2025 Q2	$556K	Buy	5,057 +119	+2%	+$13K	0.01%	514
2025 Q1	$549K	Sell	4,938 -19	-0.4%	-$2.06K	0.01%	499
2024 Q4	$528K	Sell	4,957 -1,071	-18%	-$116K	0.01%	504
2024 Q3	$666K	Sell	6,028 -145	-2%	-$15.8K	0.02%	454
2024 Q2	$659K	Buy	6,173 +530	+9%	+$56.4K	0.02%	453
2024 Q1	$606K	Sell	5,643 -300	-5%	-$32.1K	0.01%	474
2023 Q4	$639K	Sell	5,943 -1,584	-21%	-$166K	0.02%	463
2023 Q3	$781K	Sell	7,527 -58	-0.8%	-$6.14K	0.02%	393
2023 Q2	$816K	Sell	7,585 -151	-2%	-$16.4K	0.02%	383
2023 Q1	$853K	Sell	7,736 -1,901	-20%	-$206K	0.02%	373
2022 Q4	$1.03M	Sell	9,637 -3,936	-29%	-$420K	0.03%	353
2022 Q3	$1.42M	Sell	13,573 -357	-3%	-$40.4K	0.04%	301
2022 Q2	$1.59M	Buy	13,930 +1,358	+11%	+$161K	0.04%	293
2022 Q1	$1.57M	Sell	12,572 -650	-5%	-$81.8K	0.04%	322
2021 Q4	$1.71M	Buy	13,222 +3,554	+37%	+$458K	0.04%	305
2021 Q3	$1.23M	Buy	9,668 +2,165	+29%	+$279K	0.03%	354
2021 Q2	$960K	Hold	7,503	–	–	0.03%	408
2021 Q1	$942K	Hold	7,503	–	–	0.03%	399
2020 Q4	$958K	Sell	7,503 -13	-0.2%	-$1.64K	0.03%	358
2020 Q3	$951K	Hold	7,516	–	–	0.04%	325
2020 Q2	$924K	Buy	7,516 +3,786	+102%	+$460K	0.04%	328
2020 Q1	$440K	Hold	3,730	–	–	0.02%	491
2019 Q4	$435K	Sell	3,730 -89	-2%	-$10.3K	0.02%	518
2019 Q3	$444K	Buy	3,819 +1,183	+45%	+$137K	0.02%	478
2019 Q2	$304K	Buy	2,636 +281	+12%	+$32K	0.01%	498
2019 Q1	$266K	Sell	2,355 -1,282	-35%	-$142K	0.01%	520
2018 Q4	$398K	Sell	3,637 -1,558	-30%	-$170K	0.02%	455
2018 Q3	$575K	Buy	5,195 +460	+10%	+$51.4K	0.02%	451
2018 Q2	$534K	Buy	4,735 +150	+3%	+$16.8K	0.02%	467
2018 Q1	$519K	Sell	4,585 -235	-5%	-$26.5K	0.02%	460
2017 Q4	$550K	Hold	4,820	–	–	0.03%	419
2017 Q3	$547K	Buy	4,820 +1,230	+34%	+$140K	0.03%	439
2017 Q2	$407K	Buy	3,590 +165	+5%	+$18.9K	0.03%	454
2017 Q1	$392K	Buy	3,425 +75	+2%	+$8.54K	0.03%	461
2016 Q4	$379K	Buy	3,350 +906	+37%	+$103K	0.03%	450
2016 Q3	$285K	Hold	2,444	–	–	0.03%	423
2016 Q2	$285K	Buy	2,444 +12	+0.5%	+$1.38K	0.03%	395
2016 Q1	$279K	Hold	2,432	–	–	0.03%	393
2015 Q4	$267K	Sell	2,432 -174	-7%	-$19.2K	0.03%	408
2015 Q3	$288K	Hold	2,606	–	–	0.04%	390
2015 Q2	$292K	Buy	+2,606	New	+$295K	0.03%	408
2015 Q1	–	Sell	-2,681	Closed	-$304K	–	381
2014 Q4	$300K	Sell	2,681 -486	-15%	-$54.9K	0.04%	394
2014 Q3	$355K	Sell	3,167 -44	-1%	-$5.03K	0.05%	344
2014 Q2	$370K	Sell	3,211 -45	-1%	-$5.13K	0.05%	354
2014 Q1	$365K	Buy	3,256 +800	+33%	+$89.5K	0.05%	328
2013 Q4	$270K	Hold	2,456	–	–	0.04%	343
2013 Q3	$276K	Sell	2,456 -253	-9%	-$28.2K	0.05%	323
2013 Q2	$303K	Buy	+2,709	New	+$321K	0.05%	305

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors's TIP Position: Q1 2026 in Review

Ancora Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 4,793 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #515.

Ancora Advisors first reported a position in TIP in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.71M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Ancora Advisors held 4,793 shares of iShares TIPS Bond ETF worth $529K as of Q1 2026.
Ancora Advisors left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #515 holding.
Ancora Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 51 quarters since.
Ancora Advisors's iShares TIPS Bond ETF position peaked at $1.71M in Q4 2021.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.