BRWA
TIP icon

B. Riley Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

B. Riley Wealth Advisors’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 		$720K Buy
6,547
+427
+7% +$47.2K 0.04% 384
2026
Q1 		$675K Sell
6,120
-5,026
-45% -$556K 0.04% 377
2025
Q4 		$1.23M Buy
11,146
+595
+6% +$66K 0.06% 308
2025
Q3 		$1.17M Buy
10,551
+3,266
+45% +$361K 0.05% 307
2025
Q2 		$802K Buy
+7,285
New +$795K 0.04% 399
2024
Q4 		$1.18M Sell
11,035
-1,669
-13% -$181K 0.04% 402
2024
Q3 		$1.4M Sell
12,704
-1,131
-8% -$123K 0.04% 407
2024
Q2 		$1.48M Sell
13,835
-23,795
-63% -$2.53M 0.04% 423
2024
Q1 		$3.9M Buy
37,630
+17,144
+84% +$1.83M 0.11% 193
2023
Q4 		$2.2M Sell
20,486
-17,144
-46% -$1.79M 0.06% 339
2023
Q3 		$3.9M Buy
37,630
+10,627
+39% +$1.12M 0.11% 193
2023
Q2 		$2.91M Sell
27,003
-27,117
-50% -$2.95M 0.07% 281
2023
Q1 		$5.97M Sell
54,120
-10,297
-16% -$1.11M 0.16% 146
2022
Q4 		$6.86M Sell
64,417
-53,395
-45% -$5.7M 0.19% 123
2022
Q3 		$12.4M Sell
117,812
-24,165
-17% -$2.74M 0.37% 56
2022
Q2 		$16.2M Sell
141,977
-17,329
-11% -$2.06M 0.68% 23
2022
Q1 		$19.8M Sell
159,306
-29,163
-15% -$3.67M 0.65% 21
2021
Q4 		$24.4M Buy
188,469
+24,360
+15% +$3.14M 0.7% 18
2021
Q3 		$21M Buy
164,109
+42,609
+35% +$5.49M 0.67% 18
2021
Q2 		$15.6M Sell
121,500
-10,745
-8% -$1.37M 0.51% 29
2021
Q1 		$16.6M Buy
132,245
+92,833
+236% +$11.8M 0.59% 29
2020
Q4 		$5.03M Buy
39,412
+1,110
+3% +$140K 0.27% 85
2020
Q3 		$4.82M Buy
38,302
+10,020
+35% +$1.26M 0.26% 94
2020
Q2 		$3.48M Buy
28,282
+2,285
+9% +$278K 0.23% 106
2020
Q1 		$3.07M Buy
25,997
+6,909
+36% +$814K 0.26% 91
2019
Q4 		$2.23M Buy
19,088
+5,294
+38% +$615K 0.19% 120
2019
Q3 		$1.6M Sell
13,794
-2,252
-14% -$261K 0.16% 151
2019
Q2 		$1.85M Buy
16,046
+3,830
+31% +$436K 0.2% 99
2019
Q1 		$1.38M Buy
12,216
+76
+0.6% +$8.43K 0.17% 127
2018
Q4 		$1.33M Sell
12,140
-765
-6% -$83.5K 0.19% 122
2018
Q3 		$1.43M Sell
12,905
-176
-1% -$19.7K 0.17% 139
2018
Q2 		$1.48M Buy
13,081
+1,601
+14% +$180K 0.2% 122
2018
Q1 		$1.3M Sell
11,480
-1,786
-13% -$201K 0.18% 133
2017
Q4 		$1.51M Sell
13,266
-761
-5% -$86.5K 0.2% 126
2017
Q3 		$1.59M Buy
14,027
+518
+4% +$59K 0.27% 101
2017
Q2 		$1.53M Buy
13,509
+518
+4% +$59.2K 0.28% 105
2017
Q1 		$1.49M Buy
12,991
+1,009
+8% +$115K 0.3% 94
2016
Q4 		$1.36M Sell
11,982
-66
-0.5% -$7.54K 0.28% 97
2016
Q3 		$963K Buy
12,048
+593
+5% +$68.8K 0.19% 142
2016
Q2 		$855K Sell
11,455
-173
-1% -$19.9K 0.17% 155
2016
Q1 		$844K Sell
11,628
-619
-5% -$69.2K 0.2% 131
2015
Q4 		$1.34M Sell
12,247
-2,313
-16% -$256K 0.27% 99
2015
Q3 		$1.61M Sell
14,560
-984
-6% -$110K 0.39% 55
2015
Q2 		$1.74M Sell
15,544
-1,189
-7% -$134K 0.43% 50
2015
Q1 		$1.9M Sell
16,733
-13,442
-45% -$1.52M 0.46% 42
2014
Q4 		$18.1K Buy
30,175
+14,096
+88% +$1.59M 0.39% 35
2014
Q3 		$1.8M Sell
16,079
-17,260
-52% -$1.97M 0.47% 35
2014
Q2 		$1.93M Buy
33,339
+16,290
+96% +$1.86M 0.45% 37
2014
Q1 		$1.91M Buy
17,049
+2,854
+20% +$319K 0.58% 30
2013
Q4 		$1.56M Sell
14,195
-205
-1% -$22.9K 0.5% 39
2013
Q3 		$1.62M Sell
14,400
-2,122
-13% -$237K 0.55% 30
2013
Q2 		$1.85M Buy
+16,522
New +$1.96M 0.63% 25

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

B. Riley Wealth Advisors's TIP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 7% in Q2 2026, buying an estimated $47.2K and bringing the position to 6,547 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #384.

B. Riley Wealth Advisors first reported a position in TIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.4M in Q4 2021. 336 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • B. Riley Wealth Advisors held 6,547 shares of iShares TIPS Bond ETF worth $720K as of Q2 2026.
  • B. Riley Wealth Advisors bought 427 iShares TIPS Bond ETF shares in Q2 2026, an estimated $47.2K.
  • iShares TIPS Bond ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • B. Riley Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares TIPS Bond ETF position peaked at $24.4M in Q4 2021.
  • 336 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.