AWM
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Avior Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Avior Wealth Management’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 		$11.8M Buy
107,524
+101,654
+1,732% +$11.2M 0.31% 74
2026
Q1 		$648K Buy
5,870
+28
+0.5% +$3.1K 0.02% 463
2025
Q4 		$642K Sell
5,842
-1,736
-23% -$193K 0.02% 401
2025
Q3 		$843K Buy
7,578
+1,477
+24% +$163K 0.03% 333
2025
Q2 		$671K Sell
6,101
-58
-0.9% -$6.33K 0.02% 369
2025
Q1 		$684K Sell
6,159
-181
-3% -$19.7K 0.03% 340
2024
Q4 		$676K Sell
6,340
-133
-2% -$14.4K 0.02% 369
2024
Q3 		$715K Sell
6,473
-571
-8% -$62K 0.03% 362
2024
Q2 		$752K Sell
7,044
-129
-2% -$13.7K 0.03% 331
2024
Q1 		$770K Buy
7,173
+3,460
+93% +$370K 0.04% 344
2023
Q4 		$399K Sell
3,713
-292
-7% -$30.5K 0.02% 392
2023
Q3 		$415K Sell
4,005
-869
-18% -$92K 0.03% 367
2023
Q2 		$525K Sell
4,874
-479
-9% -$52.2K 0.03% 324
2023
Q1 		$590K Sell
5,353
-75
-1% -$8.12K 0.04% 301
2022
Q4 		$578K Sell
5,428
-546
-9% -$58.3K 0.04% 268
2022
Q3 		$626K Buy
5,974
+255
+4% +$28.9K 0.05% 231
2022
Q2 		$651K Sell
5,719
-359
-6% -$42.6K 0.07% 215
2022
Q1 		$757K Sell
6,078
-2,237
-27% -$281K 0.07% 214
2021
Q4 		$1.07M Buy
8,315
+1,382
+20% +$178K 0.09% 187
2021
Q3 		$885K Sell
6,933
-305
-4% -$39.3K 0.07% 205
2021
Q2 		$926K Sell
7,238
-663
-8% -$84.2K 0.09% 192
2021
Q1 		$991K Sell
7,901
-2,429
-24% -$307K 0.11% 174
2020
Q4 		$1.32M Buy
10,330
+11
+0.1% +$1.39K 0.16% 127
2020
Q3 		$1.3M Sell
10,319
-277
-3% -$34.8K 0.19% 118
2020
Q2 		$1.3M Sell
10,596
-115
-1% -$14K 0.2% 118
2020
Q1 		$1.26M Sell
10,711
-4,053
-27% -$477K 0.25% 106
2019
Q4 		$1.72M Sell
14,764
-2,545
-15% -$296K 0.28% 97
2019
Q3 		$2.01M Buy
17,309
+423
+3% +$49.1K 0.35% 78
2019
Q2 		$1.95M Buy
16,886
+4,216
+33% +$479K 0.35% 80
2019
Q1 		$1.43M Buy
12,670
+376
+3% +$41.7K 0.3% 84
2018
Q4 		$1.35M Buy
12,294
+505
+4% +$55.1K 0.32% 79
2018
Q3 		$1.3M Buy
11,789
+671
+6% +$75K 0.28% 91
2018
Q2 		$1.25M Sell
11,118
-183
-2% -$20.5K 0.28% 91
2018
Q1 		$1.28M Buy
11,301
+131
+1% +$14.7K 0.3% 89
2017
Q4 		$1.27M Sell
11,170
-182
-2% -$20.7K 0.29% 94
2017
Q3 		$1.29M Buy
+11,352
New +$1.29M 0.42% 79
2017
Q2 		– Sell
-11,238
Closed -$1.29M – 489
2017
Q1 		$1.29M Buy
11,238
+27
+0.2% +$3.08K 0.43% 77
2016
Q4 		$1.27M Buy
11,211
+492
+5% +$56.2K 0.47% 76
2016
Q3 		$1.25M Buy
10,719
+45
+0.4% +$5.22K 0.49% 74
2016
Q2 		$1.25M Buy
10,674
+366
+4% +$42K 0.53% 62
2016
Q1 		$1.18M Buy
10,308
+6,550
+174% +$732K 0.52% 66
2015
Q4 		$412K Sell
3,758
-263
-7% -$29.1K 0.23% 100
2015
Q3 		$445K Sell
4,021
-555
-12% -$61.9K 0.26% 96
2015
Q2 		$513K Sell
4,576
-268
-6% -$30.3K 0.4% 48
2015
Q1 		$550K Sell
4,844
-1,559
-24% -$177K 0.42% 46
2014
Q4 		$717K Sell
6,403
-539
-8% -$60.9K 0.57% 39
2014
Q3 		$778K Sell
6,942
-1,189
-15% -$136K 0.66% 35
2014
Q2 		$938K Sell
8,131
-3,884
-32% -$442K 0.79% 31
2014
Q1 		$1.35M Sell
12,015
-5,611
-32% -$628K 1.13% 23
2013
Q4 		$1.94M Buy
+17,626
New +$1.97M 1.84% 17

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

Avior Wealth Management's TIP Position: Q2 2026 in Review

Avior Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 1,732% in Q2 2026, buying an estimated $11.2M and bringing the position to 107,524 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #74.

Avior Wealth Management first reported a position in TIP in Q4 2013 and has held it in 50 quarters since. 1,013 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Avior Wealth Management held 107,524 shares of iShares TIPS Bond ETF worth $11.8M as of Q2 2026.
  • Avior Wealth Management bought 101,654 iShares TIPS Bond ETF shares in Q2 2026, an estimated $11.2M.
  • iShares TIPS Bond ETF made up 0.31% of Avior Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Avior Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.