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Beacon Pointe Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Beacon Pointe 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 		$19.6M Sell
179,075
-9,330
-5% -$1.03M 0.09% 210
2026
Q1 		$20.8M Sell
188,405
-22,309
-11% -$2.47M 0.11% 182
2025
Q4 		$23.2M Buy
210,714
+75,420
+56% +$8.37M 0.16% 138
2025
Q3 		$15M Buy
135,294
+113,507
+521% +$12.5M 0.13% 163
2025
Q2 		$2.4M Sell
21,787
-1,930
-8% -$211K 0.03% 455
2025
Q1 		$2.63M Buy
23,717
+1,230
+5% +$134K 0.03% 409
2024
Q4 		$2.4M Sell
22,487
-2,307
-9% -$250K 0.03% 424
2024
Q3 		$2.74M Buy
24,794
+1,363
+6% +$148K 0.03% 405
2024
Q2 		$2.5M Sell
23,431
-3,565
-13% -$379K 0.03% 433
2024
Q1 		$2.9M Sell
26,996
-5,955
-18% -$636K 0.03% 415
2023
Q4 		$3.54M Sell
32,951
-3,804
-10% -$398K 0.04% 357
2023
Q3 		$3.81M Buy
36,755
+2,444
+7% +$259K 0.05% 328
2023
Q2 		$3.69M Sell
34,311
-3,408
-9% -$371K 0.06% 272
2023
Q1 		$4.16M Sell
37,719
-1,332
-3% -$144K 0.07% 248
2022
Q4 		$4.16M Sell
39,051
-4,405
-10% -$470K 0.08% 221
2022
Q3 		$4.56M Sell
43,456
-7,343
-14% -$832K 0.1% 181
2022
Q2 		$5.79M Sell
50,799
-31,457
-38% -$3.73M 0.12% 166
2022
Q1 		$10.2M Buy
82,256
+28,007
+52% +$3.52M 0.14% 152
2021
Q4 		$7.01M Sell
54,249
-3,928
-7% -$507K 0.18% 115
2021
Q3 		$7.43M Buy
58,177
+23,683
+69% +$3.05M 0.18% 130
2021
Q2 		$4.42M Buy
34,494
+13,623
+65% +$1.73M 0.16% 130
2021
Q1 		$2.62M Buy
20,871
+1,423
+7% +$180K 0.16% 115
2020
Q4 		$2.48M Buy
19,448
+3,488
+22% +$440K 0.17% 113
2020
Q3 		$2.02M Buy
15,960
+6,476
+68% +$814K 0.2% 102
2020
Q2 		$1.17M Buy
9,484
+668
+8% +$81.2K 0.12% 148
2020
Q1 		$1.04M Buy
8,816
+1,023
+13% +$121K 0.17% 125
2019
Q4 		$908K Buy
7,793
+973
+14% +$113K 0.28% 79
2019
Q3 		$793K Buy
6,820
+156
+2% +$18.1K 0.34% 71
2019
Q2 		$769K Buy
6,664
+327
+5% +$37.2K 0.28% 89
2019
Q1 		$717K Buy
6,337
+406
+7% +$45K 0.27% 91
2018
Q4 		$650K Buy
+5,931
New +$648K 0.39% 72

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

Beacon Pointe Advisors's TIP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 5% in Q2 2026, selling an estimated $1.03M and leaving 179,075 shares worth $19.6M. The position accounts for 0.09% of the portfolio, ranked #210.

Beacon Pointe Advisors first reported a position in TIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.2M in Q4 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Beacon Pointe Advisors held 179,075 shares of iShares TIPS Bond ETF worth $19.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 9,330 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.03M.
  • iShares TIPS Bond ETF made up 0.09% of Beacon Pointe Advisors's portfolio in Q2 2026, its #210 holding.
  • Beacon Pointe Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's iShares TIPS Bond ETF position peaked at $23.2M in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.