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Concurrent Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Concurrent Investment 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 		$762K Buy
6,908
+992
+17% +$110K 0.01% 1003
2025
Q4 		$650K Sell
5,916
-59
-1% -$6.54K 0.01% 1032
2025
Q3 		$665K Sell
5,975
-773
-11% -$85.4K 0.01% 796
2025
Q2 		$743K Sell
6,748
-255
-4% -$27.8K 0.01% 695
2025
Q1 		$778K Buy
7,003
+3,227
+85% +$351K 0.02% 614
2024
Q4 		$402K Sell
3,776
-1,456
-28% -$158K 0.01% 737
2024
Q3 		$578K Buy
5,232
+1,545
+42% +$168K 0.02% 588
2024
Q2 		$394K Sell
3,687
-2,620
-42% -$279K 0.01% 662
2024
Q1 		$677K Sell
6,307
-3,714
-37% -$397K 0.03% 469
2023
Q4 		$1.08M Buy
+10,021
New +$1.05M 0.05% 325

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

Concurrent Investment Advisors's TIP Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares TIPS Bond ETF (TIP) stake by 17% in Q1 2026, buying an estimated $110K and bringing the position to 6,908 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1003.

Concurrent Investment Advisors first reported a position in TIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Concurrent Investment Advisors held 6,908 shares of iShares TIPS Bond ETF worth $762K as of Q1 2026.
  • Concurrent Investment Advisors bought 992 iShares TIPS Bond ETF shares in Q1 2026, an estimated $110K.
  • iShares TIPS Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1003 holding.
  • Concurrent Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's iShares TIPS Bond ETF position peaked at $1.08M in Q4 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.