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Csenge Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History

Csenge Advisory Group’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 		$271K Sell
2,480
-397
-14% -$43.9K 0.01% 635
2026
Q1 		$317K Sell
2,877
-288
-9% -$31.9K 0.01% 540
2025
Q4 		$348K Sell
3,165
-146
-4% -$16.2K 0.02% 524
2025
Q3 		$368K Sell
3,311
-11,914
-78% -$1.32M 0.02% 493
2025
Q2 		$1.66M Sell
15,225
-199
-1% -$21.7K 0.09% 187
2025
Q1 		$1.68M Buy
15,424
+4,303
+39% +$467K 0.1% 171
2024
Q4 		$1.18M Buy
11,121
+4,469
+67% +$484K 0.06% 237
2024
Q3 		$728K Sell
6,652
-9,040
-58% -$982K 0.04% 344
2024
Q2 		$1.68M Buy
15,692
+6,233
+66% +$663K 0.1% 162
2024
Q1 		$1.02M Sell
9,459
-5,975
-39% -$638K 0.06% 260
2023
Q4 		$1.66M Sell
15,434
-19,846
-56% -$2.08M 0.1% 164
2023
Q3 		$3.66M Sell
35,280
-7,357
-17% -$779K 0.25% 74
2023
Q2 		$4.59M Sell
42,637
-4,514
-10% -$492K 0.31% 65
2023
Q1 		$5.2M Sell
47,151
-24,949
-35% -$2.7M 0.38% 50
2022
Q4 		$7.67M Sell
72,100
-12,135
-14% -$1.3M 0.59% 36
2022
Q3 		$8.84M Sell
84,235
-13,713
-14% -$1.55M 0.73% 28
2022
Q2 		$11.2M Buy
97,948
+5,532
+6% +$656K 0.93% 21
2022
Q1 		$11.5M Buy
92,416
+35,051
+61% +$4.41M 0.91% 18
2021
Q4 		$7.3M Sell
57,365
-6,884
-11% -$888K 0.65% 30
2021
Q3 		$8.21M Buy
64,249
+6,884
+12% +$888K 0.69% 25
2021
Q2 		$7.3M Sell
57,365
-1,295
-2% -$165K 0.65% 30
2021
Q1 		$7.35M Buy
58,660
+34,908
+147% +$4.42M 0.75% 27
2020
Q4 		$3.03M Buy
23,752
+1,221
+5% +$154K 0.36% 51
2020
Q3 		$2.83M Buy
+22,531
New +$2.83M 0.39% 55
2018
Q4 		– Sell
-90
Closed -$9K – 1361
2018
Q3 		$9K Sell
90
-3,333
-97% -$372K ﹤0.01% 530
2018
Q2 		$386K Buy
3,423
+804
+31% +$90.2K 0.14% 144
2018
Q1 		$296K Buy
2,619
+82
+3% +$9.23K 0.1% 197
2017
Q4 		$289K Buy
+2,537
New +$289K 0.1% 177

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 22.96% 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

Csenge Advisory Group's TIP Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares TIPS Bond ETF (TIP) stake by 14% in Q2 2026, selling an estimated $43.9K and leaving 2,480 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #635.

Csenge Advisory Group first reported a position in TIP in Q4 2017 and has held it in 28 quarters since. The position peaked at $11.5M in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Csenge Advisory Group held 2,480 shares of iShares TIPS Bond ETF worth $271K as of Q2 2026.
  • Csenge Advisory Group sold 397 iShares TIPS Bond ETF shares in Q2 2026, an estimated $43.9K.
  • iShares TIPS Bond ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #635 holding.
  • Csenge Advisory Group first reported a position in iShares TIPS Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • Csenge Advisory Group's iShares TIPS Bond ETF position peaked at $11.5M in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.