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Aptus Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Aptus Capital 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 		$162K Buy
1,483
+303
+26% +$33.5K ﹤0.01% 1163
2026
Q1 		$130K Buy
1,180
+81
+7% +$8.96K ﹤0.01% 1089
2025
Q4 		$121K Sell
1,099
-26
-2% -$2.88K ﹤0.01% 1131
2025
Q3 		$125K Sell
1,125
-36
-3% -$3.98K ﹤0.01% 1076
2025
Q2 		$128K Buy
1,161
+33
+3% +$3.6K ﹤0.01% 1027
2025
Q1 		$125K Sell
1,128
-30
-3% -$3.26K ﹤0.01% 970
2024
Q4 		$123K Sell
1,158
-99
-8% -$10.7K ﹤0.01% 971
2024
Q3 		$139K Sell
1,257
-2,236
-64% -$243K ﹤0.01% 813
2024
Q2 		$373K Sell
3,493
-253
-7% -$26.9K 0.01% 569
2024
Q1 		$402K Buy
3,746
+2,273
+154% +$243K 0.01% 562
2023
Q4 		$158K Sell
1,473
-1,536
-51% -$161K ﹤0.01% 577
2023
Q3 		$312K Sell
3,009
-94
-3% -$9.95K 0.01% 464
2023
Q2 		$334K Sell
3,103
-1,291
-29% -$141K 0.01% 388
2023
Q1 		$484K Buy
4,394
+3,962
+917% +$429K 0.01% 329
2022
Q4 		$46K Sell
432
-62
-13% -$6.62K ﹤0.01% 601
2022
Q3 		$52K Sell
494
-198
-29% -$22.4K ﹤0.01% 550
2022
Q2 		$79K Sell
692
-240
-26% -$28.5K ﹤0.01% 439
2022
Q1 		$116K Sell
932
-419
-31% -$52.7K ﹤0.01% 458
2021
Q4 		$175K Buy
1,351
+1,036
+329% +$134K 0.01% 367
2021
Q3 		$40K Hold
315
– – ﹤0.01% 427
2021
Q2 		$36K Buy
315
+285
+950% +$36.2K ﹤0.01% 444
2021
Q1 		$4K Sell
30
-13
-30% -$1.65K ﹤0.01% 490
2020
Q4 		$5K Sell
43
-558
-93% -$70.4K ﹤0.01% 437
2020
Q3 		$68K Buy
601
+296
+97% +$37.2K ﹤0.01% 342
2020
Q2 		$34K Hold
305
– – ﹤0.01% 340
2020
Q1 		$34K Hold
305
– – ﹤0.01% 327
2019
Q4 		$34K Buy
+305
New +$35.5K ﹤0.01% 415

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

Aptus Capital Advisors's TIP Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares TIPS Bond ETF (TIP) stake by 26% in Q2 2026, buying an estimated $33.5K and bringing the position to 1,483 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Aptus Capital Advisors first reported a position in TIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $484K in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Aptus Capital Advisors held 1,483 shares of iShares TIPS Bond ETF worth $162K as of Q2 2026.
  • Aptus Capital Advisors bought 303 iShares TIPS Bond ETF shares in Q2 2026, an estimated $33.5K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1163 holding.
  • Aptus Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's iShares TIPS Bond ETF position peaked at $484K in Q1 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.