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BlueSky Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

BlueSky 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
Q1 		$11.5M Buy
104,360
+772
+0.7% +$85.4K 1.48% 22
2025
Q4 		$11.4M Buy
103,588
+64
+0.1% +$7.1K 1.5% 16
2025
Q3 		$11.5M Sell
103,524
-5,217
-5% -$576K 1.55% 17
2025
Q2 		$12M Sell
108,741
-3,086
-3% -$337K 1.74% 16
2025
Q1 		$12.4M Buy
111,827
+882
+0.8% +$95.8K 1.93% 17
2024
Q4 		$11.8M Buy
110,945
+5,698
+5% +$617K 1.85% 16
2024
Q3 		$11.6M Sell
105,247
-1,304
-1% -$142K 1.81% 16
2024
Q2 		$11.4M Buy
106,551
+8,315
+8% +$884K 1.91% 16
2024
Q1 		$10.6M Buy
98,236
+9,705
+11% +$1.04M 8.26% 5
2023
Q4 		$9.52M Buy
88,531
+7,537
+9% +$788K 1.77% 18
2023
Q3 		$8.4M Sell
80,994
-1,148
-1% -$121K 1.72% 16
2023
Q2 		$8.84M Sell
82,142
-4,495
-5% -$489K 1.78% 16
2023
Q1 		$9.55M Sell
86,637
-1,700
-2% -$184K 1.98% 16
2022
Q4 		$9.4M Sell
88,337
-949
-1% -$101K 2.08% 16
2022
Q3 		$9.37M Buy
89,286
+2,030
+2% +$230K 2.17% 16
2022
Q2 		$9.94M Buy
87,256
+44,804
+106% +$5.31M 2.21% 16
2022
Q1 		$5.29M Buy
42,452
+5,927
+16% +$746K 1.03% 21
2021
Q4 		$4.72M Sell
36,525
-344
-0.9% -$44.4K 0.87% 20
2021
Q3 		$4.71M Buy
36,869
+100
+0.3% +$12.9K 0.92% 18
2021
Q2 		$4.7M Buy
36,769
+594
+2% +$75.5K 0.92% 18
2021
Q1 		$4.54M Sell
36,175
-258
-0.7% -$32.7K 1.02% 16
2020
Q4 		$4.65M Sell
36,433
-32
-0.1% -$4.04K 1.12% 15
2020
Q3 		$4.61M Buy
36,465
+2,500
+7% +$314K 1.2% 15
2020
Q2 		$4.18M Sell
33,965
-334
-1% -$40.6K 1.19% 15
2020
Q1 		$4.04M Buy
34,299
+274
+0.8% +$32.3K 1.49% 16
2019
Q4 		$3.98M Hold
34,025
– – 1.3% 20
2019
Q3 		$3.96M Sell
34,025
-2,220
-6% -$258K 1.36% 18
2019
Q2 		$4.19M Sell
36,245
-4,370
-11% -$497K 1.49% 17
2019
Q1 		$4.57M Sell
40,615
-17
-0% -$1.89K 1.65% 17
2018
Q4 		$4.46M Buy
40,632
+4,120
+11% +$450K 1.74% 17
2018
Q3 		$4M Buy
36,512
+1,304
+4% +$146K 1.52% 18
2018
Q2 		$3.97M Sell
35,208
-790
-2% -$88.7K 1.52% 18
2018
Q1 		$4.07M Buy
35,998
+757
+2% +$85.2K 1.56% 19
2017
Q4 		$4.02M Buy
35,241
+1,323
+4% +$150K 1.66% 19
2017
Q3 		$3.85M Buy
33,918
+387
+1% +$44.1K 1.66% 19
2017
Q2 		$3.8M Buy
33,531
+298
+0.9% +$34.1K 1.76% 19
2017
Q1 		$3.81M Sell
33,233
-2,389
-7% -$272K 1.82% 19
2016
Q4 		$4.03M Buy
+35,622
New +$4.07M 1.98% 19

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

BlueSky Wealth Advisors's TIP Position: Q1 2026 in Review

BlueSky Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.75% in Q1 2026, buying an estimated $85.4K and bringing the position to 104,360 shares worth $11.5M. The position accounts for 1.48% of the portfolio, ranked #22.

BlueSky Wealth Advisors first reported a position in TIP in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.4M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • BlueSky Wealth Advisors held 104,360 shares of iShares TIPS Bond ETF worth $11.5M as of Q1 2026.
  • BlueSky Wealth Advisors bought 772 iShares TIPS Bond ETF shares in Q1 2026, an estimated $85.4K.
  • iShares TIPS Bond ETF made up 1.48% of BlueSky Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • BlueSky Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • BlueSky Wealth Advisors's iShares TIPS Bond ETF position peaked at $12.4M in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.