Diversify Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Diversify Advisory Services’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	$707K	Buy	+6,584	New	+$728K	0.01%	761
2026 Q1	–	Sell	-2,340	Closed	-$257K	–	796
2025 Q4	$257K	Sell	2,340 -709	-23%	-$78.7K	0.01%	798
2025 Q3	$338K	Sell	3,049 -579	-16%	-$64K	0.01%	684
2025 Q2	$400K	Sell	3,628 -5,671	-61%	-$619K	0.02%	609
2025 Q1	$1.03M	Buy	9,299 +3,430	+58%	+$373K	0.06%	214
2024 Q4	$623K	Buy	5,869 +1,131	+24%	+$122K	0.03%	316
2024 Q3	$515K	Sell	4,738 -2,329	-33%	-$253K	0.03%	375
2024 Q2	$755K	Buy	7,067 +155	+2%	+$16.5K	0.04%	299
2024 Q1	$737K	Buy	+6,912	New	+$739K	0.04%	318

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

Diversify Advisory Services's TIP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 6,584 shares worth $707K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in TIP as recently as Q4 2025.

Diversify Advisory Services first reported a position in TIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2025. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Diversify Advisory Services held 6,584 shares of iShares TIPS Bond ETF worth $707K as of Q2 2026.
iShares TIPS Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares TIPS Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #761 holding.
Diversify Advisory Services first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares TIPS Bond ETF position peaked at $1.03M in Q1 2025.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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