Clearstead Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $433K | Buy |
3,953
+3
| +0.1% | +$332 | ﹤0.01% | 797 |
|
|
2026
Q1 | $436K | Sell |
3,950
-675
| -15% | -$74.7K | ﹤0.01% | 750 |
|
|
2025
Q4 | $508K | Sell |
4,625
-292
| -6% | -$32.4K | 0.01% | 650 |
|
|
2025
Q3 | $547K | Buy |
4,917
+613
| +14% | +$67.7K | 0.01% | 606 |
|
|
2025
Q2 | $474K | Buy |
4,304
+3
| +0.1% | +$327 | 0.01% | 622 |
|
|
2025
Q1 | $478K | Buy |
4,301
+105
| +3% | +$11.4K | 0.01% | 593 |
|
|
2024
Q4 | $447K | Sell |
4,196
-163
| -4% | -$17.6K | 0.01% | 609 |
|
|
2024
Q3 | $482K | Sell |
4,359
-107
| -2% | -$11.6K | 0.01% | 587 |
|
|
2024
Q2 | $477K | Buy |
+4,466
| New | +$475K | 0.01% | 546 |
|
|
2024
Q1 | – | Sell |
-120
| Closed | -$12.9K | – | 1628 |
|
|
2023
Q4 | $12.9K | Hold |
120
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q3 | $12.4K | Sell |
120
-127
| -51% | -$13.4K | ﹤0.01% | 956 |
|
|
2023
Q2 | $26.6K | Hold |
247
| – | – | ﹤0.01% | 850 |
|
|
2023
Q1 | $27.2K | Hold |
247
| – | – | ﹤0.01% | 793 |
|
|
2022
Q4 | $26.3K | Sell |
247
-250
| -50% | -$26.7K | ﹤0.01% | 749 |
|
|
2022
Q3 | $52K | Hold |
497
| – | – | ﹤0.01% | 598 |
|
|
2022
Q2 | $57K | Sell |
497
-440
| -47% | -$52.2K | ﹤0.01% | 597 |
|
|
2022
Q1 | $117K | Sell |
937
-100
| -10% | -$12.6K | 0.01% | 516 |
|
|
2021
Q4 | $134K | Buy |
1,037
+390
| +60% | +$50.3K | 0.01% | 463 |
|
|
2021
Q3 | $83K | Hold |
647
| – | – | 0.01% | 520 |
|
|
2021
Q2 | $83K | Hold |
647
| – | – | 0.01% | 484 |
|
|
2021
Q1 | $81K | Sell |
647
-100
| -13% | -$12.7K | 0.01% | 473 |
|
|
2020
Q4 | $95K | Sell |
747
-571
| -43% | -$72K | 0.01% | 423 |
|
|
2020
Q3 | $167K | Sell |
1,318
-1,304
| -50% | -$164K | 0.02% | 297 |
|
|
2020
Q2 | $323K | Hold |
2,622
| – | – | 0.04% | 218 |
|
|
2020
Q1 | $309K | Buy |
2,622
+120
| +5% | +$14.1K | 0.05% | 197 |
|
|
2019
Q4 | $292K | Sell |
2,502
-1,073
| -30% | -$125K | 0.04% | 226 |
|
|
2019
Q3 | $416K | Sell |
3,575
-340
| -9% | -$39.5K | 0.06% | 182 |
|
|
2019
Q2 | $452K | Buy |
3,915
+340
| +10% | +$38.7K | 0.06% | 182 |
|
|
2019
Q1 | $404K | Sell |
3,575
-1,103
| -24% | -$122K | 0.06% | 187 |
|
|
2018
Q4 | $512K | Hold |
4,678
| – | – | 0.08% | 157 |
|
|
2018
Q3 | $517K | Hold |
4,678
| – | – | 0.07% | 149 |
|
|
2018
Q2 | $528K | Buy |
4,678
+93
| +2% | +$10.4K | 0.08% | 140 |
|
|
2018
Q1 | $518K | Buy |
4,585
+2,428
| +113% | +$273K | 0.08% | 136 |
|
|
2017
Q4 | $246K | Sell |
2,157
-1,277
| -37% | -$145K | 0.03% | 202 |
|
|
2017
Q3 | $390K | Sell |
3,434
-415
| -11% | -$47.2K | 0.05% | 173 |
|
|
2017
Q2 | $437K | Sell |
3,849
-1,055
| -22% | -$121K | 0.06% | 158 |
|
|
2017
Q1 | $563K | Hold |
4,904
| – | – | 0.08% | 134 |
|
|
2016
Q4 | $555K | Buy |
+4,904
| New | +$560K | 0.09% | 128 |
|
Other funds holding TIP
SLI
MG
Clearstead Advisors's TIP Position: Q2 2026 in Review
Clearstead Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.08% in Q2 2026, buying an estimated $332 and bringing the position to 3,953 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #797.
Clearstead Advisors first reported a position in TIP in Q4 2016 and has held it in 38 quarters since. The position peaked at $563K in Q1 2017. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.
- Clearstead Advisors held 3,953 shares of iShares TIPS Bond ETF worth $433K as of Q2 2026.
- Clearstead Advisors bought 3 iShares TIPS Bond ETF shares in Q2 2026, an estimated $332.
- iShares TIPS Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #797 holding.
- Clearstead Advisors first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's iShares TIPS Bond ETF position peaked at $563K in Q1 2017.
- 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.