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

Arkadios 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 		$2.4M Buy
21,714
+3,074
+16% +$340K 0.04% 445
2025
Q4 		$2.05M Sell
18,640
-350
-2% -$38.8K 0.04% 441
2025
Q3 		$2.11M Buy
18,990
+15,877
+510% +$1.75M 0.05% 383
2025
Q2 		$343K Sell
3,113
-123
-4% -$13.4K 0.01% 1006
2025
Q1 		$359K Buy
3,236
+13
+0.4% +$1.41K 0.01% 831
2024
Q4 		$343K Sell
3,223
-429
-12% -$46.4K 0.02% 676
2024
Q3 		$403K Buy
3,652
+4
+0.1% +$435 0.02% 623
2024
Q2 		$390K Buy
3,648
+847
+30% +$90.1K 0.03% 549
2024
Q1 		$301K Buy
+2,801
New +$299K 0.02% 542
2023
Q4 		– Sell
-3,469
Closed -$360K – 766
2023
Q3 		$360K Buy
3,469
+517
+18% +$54.7K 0.03% 426
2023
Q2 		$318K Sell
2,952
-2,723
-48% -$297K 0.04% 430
2023
Q1 		$626K Buy
5,675
+2,453
+76% +$265K 0.07% 260
2022
Q4 		$343K Buy
3,222
+373
+13% +$39.8K 0.05% 368
2022
Q3 		$299K Sell
2,849
-191
-6% -$21.6K 0.05% 377
2022
Q2 		$346K Sell
3,040
-1,979
-39% -$235K 0.05% 361
2022
Q1 		$625K Sell
5,019
-10,899
-68% -$1.37M 0.08% 264
2021
Q4 		$2.06M Buy
15,918
+14,226
+841% +$1.83M 0.27% 90
2021
Q3 		$216K Sell
1,692
-316
-16% -$40.7K 0.03% 486
2021
Q2 		$257K Buy
2,008
+406
+25% +$51.6K 0.03% 481
2021
Q1 		$201K Buy
1,602
+126
+9% +$15.9K 0.03% 415
2020
Q4 		$188K Buy
+1,476
New +$186K 0.04% 335
2020
Q2 		– Sell
-36
Closed -$4.27K – 1140
2020
Q1 		$4.27K Hold
36
– – ﹤0.01% 816
2019
Q4 		$4.29K Buy
+36
New +$4.18K ﹤0.01% 720

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

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

Arkadios Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 16% in Q1 2026, buying an estimated $340K and bringing the position to 21,714 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #445.

Arkadios Wealth Advisors first reported a position in TIP in Q4 2019 and has held it in 23 quarters since. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Arkadios Wealth Advisors held 21,714 shares of iShares TIPS Bond ETF worth $2.4M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,074 iShares TIPS Bond ETF shares in Q1 2026, an estimated $340K.
  • iShares TIPS Bond ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #445 holding.
  • Arkadios Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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