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Axos Invest’s iShares TIPS Bond ETF TIP Stock Holding History

Axos Invest’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 		$5.44M Sell
49,737
-3,290
-6% -$364K 3.98% 6
2026
Q1 		$5.85M Sell
53,027
-296
-0.6% -$32.8K 4.42% 6
2025
Q4 		$5.86M Buy
53,323
+160
+0.3% +$17.7K 4.31% 6
2025
Q3 		$5.91M Sell
53,163
-2,717
-5% -$300K 4.43% 6
2025
Q2 		$6.15M Sell
55,880
-1,441
-3% -$157K 4.64% 6
2025
Q1 		$6.37M Sell
57,321
-4,508
-7% -$490K 4.94% 5
2024
Q4 		$6.59M Sell
61,829
-918
-1% -$99.4K 4.8% 5
2024
Q3 		$6.93M Buy
+62,747
New +$6.82M 4.74% 6

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Axos Invest's TIP Position: Q2 2026 in Review

Axos Invest reduced its iShares TIPS Bond ETF (TIP) stake by 6.2% in Q2 2026, selling an estimated $364K and leaving 49,737 shares worth $5.44M. The position accounts for 3.98% of the portfolio, ranked #6.

Axos Invest first reported a position in TIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.93M in Q3 2024. 664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Axos Invest held 49,737 shares of iShares TIPS Bond ETF worth $5.44M as of Q2 2026.
  • Axos Invest sold 3,290 iShares TIPS Bond ETF shares in Q2 2026, an estimated $364K.
  • iShares TIPS Bond ETF made up 3.98% of Axos Invest's portfolio in Q2 2026, its #6 holding.
  • Axos Invest first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Axos Invest's iShares TIPS Bond ETF position peaked at $6.93M in Q3 2024.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Axos Invest's 13F filing for Q2 2026, filed 7 Aug 2026.