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Avos Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Avos Capital 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 		$654K Hold
5,975
– – 0.27% 17
2026
Q1 		$659K Sell
5,975
-6,366
-52% -$705K 0.26% 22
2025
Q4 		$1.36M Buy
12,341
+65
+0.5% +$7.21K 0.59% 23
2025
Q3 		$1.37M Hold
12,276
– – 0.64% 22
2025
Q2 		$1.35M Sell
12,276
-10,126
-45% -$1.1M 0.77% 19
2025
Q1 		$2.49M Sell
22,402
-1,215
-5% -$132K 1.64% 15
2024
Q4 		$2.55M Buy
+23,617
New +$2.56M 2.02% 13

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

Avos Capital Management's TIP Position: Q2 2026 in Review

Avos Capital Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 5,975 shares worth $654K. The position accounts for 0.27% of the portfolio, ranked #17.

Avos Capital Management first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Avos Capital Management held 5,975 shares of iShares TIPS Bond ETF worth $654K as of Q2 2026.
  • Avos Capital Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.27% of Avos Capital Management's portfolio in Q2 2026, its #17 holding.
  • Avos Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Avos Capital Management's iShares TIPS Bond ETF position peaked at $2.55M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Avos Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.