Delos Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Delos Wealth 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	$2.19K	Buy	+20	New	+$2.21K	﹤0.01%	271
2025 Q3	–	Sell	-13	Closed	-$1.43K	–	315
2025 Q2	$1.43K	Buy	+13	New	+$1.42K	﹤0.01%	234
2024 Q3	–	Sell	-5	Closed	-$534	–	345
2024 Q2	$534	Hold	5	–	–	﹤0.01%	296
2024 Q1	$538	Sell	5 -104	-95%	-$11.1K	﹤0.01%	295
2023 Q4	$11.7K	Hold	109	–	–	0.02%	98
2023 Q3	$11.6K	Hold	109	–	–	0.01%	136
2023 Q2	$11.7K	Hold	109	–	–	0.02%	130
2023 Q1	$12K	Sell	109 -325	-75%	-$35.2K	0.02%	124
2022 Q4	$46.2K	Sell	434 -1,402	-76%	-$150K	0.07%	62
2022 Q3	$193K	Sell	1,836 -284	-13%	-$32.2K	0.23%	37
2022 Q2	$241K	Sell	2,120 -15,418	-88%	-$1.83M	0.27%	41
2022 Q1	$2.19M	Sell	17,538 -44,502	-72%	-$5.6M	2.15%	22
2021 Q4	$8.02M	Buy	62,040 +2,198	+4%	+$283K	7.63%	2
2021 Q3	$7.64M	Sell	59,842 -3,078	-5%	-$397K	8.4%	2
2021 Q2	$8.05M	Buy	+62,920	New	+$7.99M	10.06%	2

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Delos Wealth Advisors's TIP Position: Q2 2026 in Review

Delos Wealth Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 20 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Delos Wealth Advisors previously reported a position in TIP as recently as Q2 2025.

Delos Wealth Advisors first reported a position in TIP in Q2 2021 and has held it in 15 quarters since. The position peaked at $8.05M in Q2 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Delos Wealth Advisors held 20 shares of iShares TIPS Bond ETF worth $2.19K as of Q2 2026.
iShares TIPS Bond ETF was a new Delos Wealth Advisors position in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #271 holding.
Delos Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2021 and has held it in 15 quarters since.
Delos Wealth Advisors's iShares TIPS Bond ETF position peaked at $8.05M in Q2 2021.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.