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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
Q2 		$695K Sell
6,352
-556
-8% -$61.5K 0.01% 1211
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 $1.55T 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

Concurrent Investment Advisors's TIP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 8% in Q2 2026, selling an estimated $61.5K and leaving 6,352 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #1211.

Concurrent Investment Advisors first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Concurrent Investment Advisors held 6,352 shares of iShares TIPS Bond ETF worth $695K as of Q2 2026.
  • Concurrent Investment Advisors sold 556 iShares TIPS Bond ETF shares in Q2 2026, an estimated $61.5K.
  • iShares TIPS Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1211 holding.
  • Concurrent Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's iShares TIPS Bond ETF position peaked at $1.08M in Q4 2023.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.