Avantax Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Avantax Advisory Services’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
2025 Q2	$8.55M	Buy	77,731 +24,194	+45%	+$2.64M	0.05%	309
2025 Q1	$5.95M	Buy	53,537 +4,302	+9%	+$467K	0.04%	367
2024 Q4	$5.25M	Sell	49,235 -8,789	-15%	-$951K	0.03%	386
2024 Q3	$6.41M	Sell	58,024 -2,481	-4%	-$270K	0.04%	329
2024 Q2	$6.46M	Sell	60,505 -66,519	-52%	-$7.07M	0.05%	303
2024 Q1	$13.6M	Buy	127,024 +29,808	+31%	+$3.18M	0.12%	127
2023 Q4	$10.4M	Sell	97,216 -12,279	-11%	-$1.28M	0.1%	154
2023 Q3	$11.4M	Buy	109,495 +201	+0.2%	+$21.3K	0.13%	128
2023 Q2	$11.8M	Sell	109,294 -10,134	-8%	-$1.1M	0.13%	126
2023 Q1	$13.2M	Sell	119,428 -45,287	-27%	-$4.9M	0.16%	104
2022 Q4	$17.5M	Sell	164,715 -29,192	-15%	-$3.12M	0.23%	66
2022 Q3	$20.3M	Sell	193,907 -36,788	-16%	-$4.17M	0.31%	40
2022 Q2	$26.3M	Buy	230,695 +22,496	+11%	+$2.67M	0.4%	32
2022 Q1	$25.9M	Buy	208,199 +36,086	+21%	+$4.54M	0.36%	37
2021 Q4	$22.2M	Buy	172,113 +52,104	+43%	+$6.72M	0.34%	42
2021 Q3	$15.3M	Buy	120,009 +14,271	+13%	+$1.84M	0.26%	60
2021 Q2	$13.5M	Buy	105,738 +15,795	+18%	+$2.01M	0.25%	67
2021 Q1	$11.3M	Buy	89,943 +3,801	+4%	+$481K	0.24%	71
2020 Q4	$11M	Sell	86,142 -41,031	-32%	-$5.18M	0.26%	62
2020 Q3	$16.1M	Buy	127,173 +47,103	+59%	+$5.92M	0.26%	73
2020 Q2	$9.84M	Sell	80,070 -1,529	-2%	-$186K	0.28%	61
2020 Q1	$9.61M	Buy	81,599 +4,259	+6%	+$502K	0.29%	56
2019 Q4	$9.01M	Buy	77,340 +70,524	+1,035%	+$8.2M	0.21%	72
2019 Q3	$793K	Buy	6,816 +781	+13%	+$90.7K	0.03%	250
2019 Q2	$697K	Buy	6,035 +3,045	+102%	+$346K	0.03%	244
2019 Q1	$338K	Sell	2,990 -1,827	-38%	-$203K	0.02%	334
2018 Q4	$529K	Buy	+4,817	New	+$526K	0.09%	215

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Avantax Advisory Services's TIP Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 45% in Q2 2025, buying an estimated $2.64M and bringing the position to 77,731 shares worth $8.55M. The position accounts for 0.05% of the portfolio, ranked #309.

Avantax Advisory Services first reported a position in TIP in Q4 2018 and has held it in 27 quarters since. The position peaked at $26.3M in Q2 2022. 978 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Avantax Advisory Services held 77,731 shares of iShares TIPS Bond ETF worth $8.55M as of Q2 2025.
Avantax Advisory Services bought 24,194 iShares TIPS Bond ETF shares in Q2 2025, an estimated $2.64M.
iShares TIPS Bond ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #309 holding.
Avantax Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares TIPS Bond ETF position peaked at $26.3M in Q2 2022.
978 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.