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Arete Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Arete Wealth 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 		$1.51M Sell
13,660
-1,543
-10% -$171K 0.11% 180
2025
Q4 		$1.67M Sell
15,203
-389
-2% -$43.2K 0.1% 196
2025
Q3 		$1.73M Sell
15,592
-1,697
-10% -$187K 0.11% 191
2025
Q2 		$1.9M Sell
17,289
-21,724
-56% -$2.37M 0.14% 160
2025
Q1 		$4.33M Buy
39,013
+12,963
+50% +$1.41M 0.33% 68
2024
Q4 		$2.78M Sell
26,050
-7,702
-23% -$834K 0.2% 104
2024
Q3 		$3.72M Buy
33,752
+6,648
+25% +$722K 0.32% 67
2024
Q2 		$2.9M Sell
27,104
-857
-3% -$91.1K 0.24% 88
2024
Q1 		$3M Sell
27,961
-335
-1% -$35.8K 0.28% 78
2023
Q4 		$3.04M Buy
28,296
+16,832
+147% +$1.76M 0.23% 90
2023
Q3 		$1.19M Sell
11,464
-4,176
-27% -$442K 0.21% 109
2023
Q2 		$1.68M Buy
15,640
+4,801
+44% +$523K 0.15% 148
2023
Q1 		$1.2M Sell
10,839
-821
-7% -$88.8K 0.1% 185
2022
Q4 		$1.24B Sell
11,660
-2,122
-15% -$227K 0.11% 169
2022
Q3 		$1.45M Buy
13,782
+11,333
+463% +$1.28M 0.14% 132
2022
Q2 		$279K Sell
2,449
-851
-26% -$101K 0.03% 353
2022
Q1 		$411K Buy
3,300
+559
+20% +$70.3K 0.03% 325
2021
Q4 		$354K Sell
2,741
-2,573
-48% -$332K 0.03% 352
2021
Q3 		$679K Buy
+5,314
New +$685K 0.07% 206
2021
Q2 		– Sell
-4,099
Closed -$514K – 432
2021
Q1 		$514K Buy
4,099
+1,748
+74% +$221K 0.07% 237
2020
Q4 		$300K Sell
2,351
-9,278
-80% -$1.17M 0.04% 311
2020
Q3 		$1.47M Buy
11,629
+9,646
+486% +$1.21M 0.22% 108
2020
Q2 		$244K Buy
1,983
+69
+4% +$8.39K 0.04% 322
2020
Q1 		$226K Buy
1,914
+144
+8% +$17K 0.04% 287
2019
Q4 		$206K Sell
1,770
-1,386
-44% -$161K 0.04% 370
2019
Q3 		$367K Sell
3,156
-274
-8% -$31.8K 0.07% 263
2019
Q2 		$396K Sell
3,430
-106
-3% -$12.1K 0.08% 256
2019
Q1 		$400K Buy
3,536
+774
+28% +$85.9K 0.08% 244
2018
Q4 		$303K Sell
2,762
-84
-3% -$9.17K 0.07% 270
2018
Q3 		$315K Sell
2,846
-234
-8% -$26.1K 0.07% 262
2018
Q2 		$348K Buy
3,080
+186
+6% +$20.9K 0.08% 246
2018
Q1 		$327K Buy
2,894
+996
+52% +$112K 0.11% 223
2017
Q4 		$217K Buy
+1,898
New +$216K 0.07% 284
2017
Q2 		– Sell
-1,908
Closed -$219K – 239
2017
Q1 		$219K Sell
1,908
-5,472
-74% -$623K 0.1% 177
2016
Q4 		$835K Sell
7,380
-71
-1% -$8.11K 0.39% 61
2016
Q3 		$868K Buy
7,451
+2,574
+53% +$299K 0.5% 48
2016
Q2 		$569K Sell
4,877
-138
-3% -$15.8K 0.36% 60
2016
Q1 		$575K Hold
5,015
– – 0.34% 53
2015
Q4 		$550K Buy
5,015
+230
+5% +$25.4K 0.33% 55
2015
Q3 		$530K Sell
4,785
-459
-9% -$51.2K 0.41% 53
2015
Q2 		$588K Sell
5,244
-199
-4% -$22.5K 0.4% 59
2015
Q1 		$618K Buy
5,443
+658
+14% +$74.6K 0.4% 62
2014
Q4 		$536K Sell
4,785
-379
-7% -$42.8K 0.38% 68
2014
Q3 		$579K Buy
5,164
+270
+6% +$30.9K 0.44% 53
2014
Q2 		$565K Sell
4,894
-292
-6% -$33.3K 0.44% 56
2014
Q1 		$581K Buy
5,186
+28
+0.5% +$3.13K 0.54% 51
2013
Q4 		$567K Buy
+5,158
New +$576K 0.56% 47

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

Arete Wealth Advisors's TIP Position: Q1 2026 in Review

Arete Wealth Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 10% in Q1 2026, selling an estimated $171K and leaving 13,660 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #180.

Arete Wealth Advisors first reported a position in TIP in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.24B in Q4 2022. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Arete Wealth Advisors held 13,660 shares of iShares TIPS Bond ETF worth $1.51M as of Q1 2026.
  • Arete Wealth Advisors sold 1,543 iShares TIPS Bond ETF shares in Q1 2026, an estimated $171K.
  • iShares TIPS Bond ETF made up 0.11% of Arete Wealth Advisors's portfolio in Q1 2026, its #180 holding.
  • Arete Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 47 quarters since.
  • Arete Wealth Advisors's iShares TIPS Bond ETF position peaked at $1.24B in Q4 2022.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.