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

Atlas 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 		$656 Sell
6
-17
-74% -$1.88K ﹤0.01% 1009
2026
Q1 		$2.54K Buy
23
+8
+53% +$885 ﹤0.01% 876
2025
Q4 		$1.65K Buy
+15
New +$1.66K ﹤0.01% 859
2025
Q2 		$1.65K Hold
15
– – ﹤0.01% 870
2025
Q1 		$1.67K Hold
15
– – ﹤0.01% 911
2024
Q4 		$1.6K Sell
15
-43
-74% -$4.66K ﹤0.01% 875
2024
Q3 		$6.41K Sell
58
-184
-76% -$20K ﹤0.01% 757
2024
Q2 		$25.8K Sell
242
-166
-41% -$17.6K ﹤0.01% 667
2024
Q1 		$43.8K Buy
408
+60
+17% +$6.41K 0.01% 585
2023
Q4 		$37.4K Hold
348
– – 0.01% 626
2023
Q3 		$36.1K Sell
348
-207
-37% -$21.9K 0.01% 572
2023
Q2 		$59.7K Buy
555
+2
+0.4% +$218 0.01% 544
2023
Q1 		$61K Sell
553
-219
-28% -$23.7K 0.01% 538
2022
Q4 		$82.2K Buy
772
+38
+5% +$4.06K 0.01% 469
2022
Q3 		$77K Buy
734
+111
+18% +$12.6K 0.01% 481
2022
Q2 		$71K Sell
623
-112
-15% -$13.3K 0.01% 509
2022
Q1 		$91.6K Buy
735
+87
+13% +$10.9K 0.01% 481
2021
Q4 		$83.7K Sell
648
-5,198
-89% -$670K 0.01% 476
2021
Q3 		$746K Buy
5,846
+5,295
+961% +$683K 0.12% 142
2021
Q2 		$70.5K Buy
551
+343
+165% +$43.6K 0.01% 496
2021
Q1 		$26.1K Buy
208
+12
+6% +$1.52K 0.01% 566
2020
Q4 		$25K Buy
+196
New +$24.7K 0.01% 522
2020
Q3 		– Sell
-303
Closed -$37.3K – 567
2020
Q2 		$37.3K Buy
+303
New +$36.8K 0.01% 503
2019
Q4 		– Sell
-299
Closed -$34.8K – 670
2019
Q3 		$34.8K Sell
299
-13
-4% -$1.51K 0.01% 488
2019
Q2 		$36K Hold
312
– – 0.01% 501
2019
Q1 		$35.3K Buy
+312
New +$34.6K 0.01% 443
2018
Q2 		– Sell
-1,597
Closed -$181K – 561
2018
Q1 		$181K Buy
+1,597
New +$180K 0.06% 290

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

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

Atlas Capital Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 74% in Q2 2026, selling an estimated $1.88K and leaving 6 shares worth $656. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Atlas Capital Advisors first reported a position in TIP in Q1 2018 and has held it in 27 quarters since. The position peaked at $746K in Q3 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Atlas Capital Advisors held 6 shares of iShares TIPS Bond ETF worth $656 as of Q2 2026.
  • Atlas Capital Advisors sold 17 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.88K.
  • iShares TIPS Bond ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #1009 holding.
  • Atlas Capital Advisors first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 27 quarters since.
  • Atlas Capital Advisors's iShares TIPS Bond ETF position peaked at $746K in Q3 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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