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Certified Advisory Corp’s iShares TIPS Bond ETF TIP Stock Holding History

Certified Advisory Corp’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 		$216K Buy
1,977
+34
+2% +$3.76K 0.02% 310
2026
Q1 		$214K Buy
+1,943
New +$215K 0.02% 300
2025
Q3 		– Sell
-1,915
Closed -$211K – 324
2025
Q2 		$211K Buy
1,915
+22
+1% +$2.4K 0.02% 294
2025
Q1 		$210K Hold
1,893
– – 0.02% 285
2024
Q4 		$202K Buy
1,893
+5
+0.3% +$541 0.02% 291
2024
Q3 		$209K Buy
+1,888
New +$205K 0.02% 285
2023
Q4 		– Sell
-2,290
Closed -$238K – 315
2023
Q3 		$238K Sell
2,290
-413
-15% -$43.7K 0.04% 211
2023
Q2 		$291K Sell
2,703
-1,157
-30% -$126K 0.05% 188
2023
Q1 		$426K Sell
3,860
-140
-4% -$15.1K 0.08% 173
2022
Q4 		$426K Sell
4,000
-106
-3% -$11.3K 0.08% 170
2022
Q3 		$431K Buy
4,106
+123
+3% +$13.9K 0.1% 163
2022
Q2 		$454K Buy
3,983
+232
+6% +$27.5K 0.1% 155
2022
Q1 		$467K Sell
3,751
-787
-17% -$99K 0.1% 154
2021
Q4 		$586K Buy
4,538
+322
+8% +$41.5K 0.13% 148
2021
Q3 		$538K Buy
4,216
+59
+1% +$7.61K 0.13% 150
2021
Q2 		$532K Buy
4,157
+1,429
+52% +$182K 0.13% 145
2021
Q1 		$342K Buy
+2,728
New +$345K 0.09% 159
2020
Q2 		$122K Buy
990
+202
+26% +$24.6K 0.04% 212
2020
Q1 		$93K Sell
788
-3
-0.4% -$353 0.04% 216
2019
Q4 		$92K Sell
791
-54
-6% -$6.28K 0.03% 240
2019
Q3 		$98K Sell
845
-22
-3% -$2.55K 0.03% 239
2019
Q2 		$100K Buy
867
+119
+16% +$13.5K 0.04% 231
2019
Q1 		$85K Sell
748
-448
-37% -$49.7K 0.04% 233
2018
Q4 		$131K Buy
1,196
+7
+0.6% +$764 0.07% 175
2018
Q3 		$132K Sell
1,189
-21
-2% -$2.35K 0.06% 179
2018
Q2 		$137K Sell
1,210
-203
-14% -$22.8K 0.08% 165
2018
Q1 		$159K Sell
1,413
-240
-15% -$27K 0.09% 156
2017
Q4 		$188K Buy
+1,653
New +$188K 0.14% 115

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 22.9% 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

Certified Advisory Corp's TIP Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, buying an estimated $3.76K and bringing the position to 1,977 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #310.

Certified Advisory Corp first reported a position in TIP in Q4 2017 and has held it in 28 quarters since. The position peaked at $586K in Q4 2021. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Certified Advisory Corp held 1,977 shares of iShares TIPS Bond ETF worth $216K as of Q2 2026.
  • Certified Advisory Corp bought 34 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.76K.
  • iShares TIPS Bond ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #310 holding.
  • Certified Advisory Corp first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Certified Advisory Corp's iShares TIPS Bond ETF position peaked at $586K in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.