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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
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 $1.37T 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

Avos Capital Management's TIP Position: Q1 2026 in Review

Avos Capital Management reduced its iShares TIPS Bond ETF (TIP) stake by 52% in Q1 2026, selling an estimated $705K and leaving 5,975 shares worth $659K. The position accounts for 0.26% of the portfolio, ranked #22.

Avos Capital Management first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2024. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Avos Capital Management held 5,975 shares of iShares TIPS Bond ETF worth $659K as of Q1 2026.
  • Avos Capital Management sold 6,366 iShares TIPS Bond ETF shares in Q1 2026, an estimated $705K.
  • iShares TIPS Bond ETF made up 0.26% of Avos Capital Management's portfolio in Q1 2026, its #22 holding.
  • Avos Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Avos Capital Management's iShares TIPS Bond ETF position peaked at $2.55M in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Avos Capital Management's 13F filing for Q1 2026, filed 15 May 2026.