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Dynamic Advisor Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Dynamic Advisor Solutions’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 		$425K Sell
3,888
-24
-0.6% -$2.65K 0.01% 729
2026
Q1 		$432K Buy
3,912
+433
+12% +$47.9K 0.01% 683
2025
Q4 		$382K Buy
3,479
+11
+0.3% +$1.22K 0.01% 701
2025
Q3 		$386K Sell
3,468
-5,773
-62% -$638K 0.01% 702
2025
Q2 		$1.02M Sell
9,241
-43
-0.5% -$4.69K 0.03% 452
2025
Q1 		$1.03M Buy
9,284
+333
+4% +$36.2K 0.03% 410
2024
Q4 		$954K Sell
8,951
-428
-5% -$46.3K 0.04% 317
2024
Q3 		$1.04M Sell
9,379
-445
-5% -$48.4K 0.03% 438
2024
Q2 		$1.05M Sell
9,824
-649
-6% -$69K 0.03% 447
2024
Q1 		$1.12M Sell
10,473
-6,045
-37% -$646K 0.04% 419
2023
Q4 		$1.76M Sell
16,518
-29,174
-64% -$3.05M 0.07% 300
2023
Q3 		$4.74M Sell
45,692
-8,434
-16% -$892K 0.22% 126
2023
Q2 		$5.83M Sell
54,126
-798
-1% -$86.9K 0.3% 88
2023
Q1 		$6.06M Buy
54,924
+7,502
+16% +$812K 0.35% 75
2022
Q4 		$5.05M Sell
47,422
-7,522
-14% -$803K 0.34% 73
2022
Q3 		$5.76M Buy
54,944
+10,826
+25% +$1.23M 0.44% 49
2022
Q2 		$5.03M Buy
44,118
+20,918
+90% +$2.48M 0.39% 59
2022
Q1 		$2.89M Buy
23,200
+3,816
+20% +$480K 0.2% 114
2021
Q4 		$2.5M Sell
19,384
-5,368
-22% -$692K 0.18% 134
2021
Q3 		$3.16M Buy
24,752
+1,587
+7% +$205K 0.24% 97
2021
Q2 		$2.96M Buy
23,165
+484
+2% +$61.5K 0.23% 108
2021
Q1 		$2.85M Sell
22,681
-6,604
-23% -$836K 0.26% 98
2020
Q4 		$3.74M Buy
29,285
+161
+0.6% +$20.3K 0.35% 78
2020
Q3 		$3.68M Buy
29,124
+1,014
+4% +$127K 0.42% 59
2020
Q2 		$3.46M Sell
28,110
-416
-1% -$50.6K 0.47% 48
2020
Q1 		$3.36M Sell
28,526
-63,958
-69% -$7.53M 0.61% 26
2019
Q4 		$10.8M Buy
92,484
+66,031
+250% +$7.68M 1.47% 6
2019
Q3 		$3.08M Buy
26,453
+862
+3% +$100K 0.48% 56
2019
Q2 		$2.96M Buy
25,591
+9,104
+55% +$1.04M 0.47% 56
2019
Q1 		$1.86M Buy
16,487
+666
+4% +$73.9K 0.35% 81
2018
Q4 		$1.74M Buy
15,821
+1,172
+8% +$128K 0.37% 77
2018
Q3 		$1.62M Buy
14,649
+242
+2% +$27K 0.34% 94
2018
Q2 		$1.63M Buy
14,407
+1,470
+11% +$165K 0.37% 84
2018
Q1 		$1.46M Buy
12,937
+5,450
+73% +$613K 0.38% 86
2017
Q4 		$854K Buy
7,487
+593
+9% +$67.4K 0.28% 109
2017
Q3 		$783K Buy
6,894
+281
+4% +$32K 0.31% 106
2017
Q2 		$750K Buy
6,613
+711
+12% +$81.3K 0.29% 103
2017
Q1 		$677K Buy
5,902
+271
+5% +$30.9K 0.26% 105
2016
Q4 		$637K Sell
5,631
-861
-13% -$98.3K 0.25% 110
2016
Q3 		$756K Buy
6,492
+860
+15% +$99.8K 0.29% 112
2016
Q2 		$657K Buy
5,632
+150
+3% +$17.2K 0.27% 101
2016
Q1 		$628K Buy
5,482
+101
+2% +$11.3K 0.27% 98
2015
Q4 		$590K Buy
5,381
+71
+1% +$7.85K 0.24% 109
2015
Q3 		$588K Buy
+5,310
New +$592K 0.3% 87
2015
Q2 		– Sell
-4,624
Closed -$525K – 185
2015
Q1 		$525K Sell
4,624
-257
-5% -$29.1K 0.26% 113
2014
Q4 		$547K Hold
4,881
– – 0.29% 103
2014
Q3 		$547K Buy
4,881
+232
+5% +$26.5K 0.3% 98
2014
Q2 		$536K Sell
4,649
-247
-5% -$28.1K 0.32% 96
2014
Q1 		$549K Buy
4,896
+51
+1% +$5.71K 0.37% 94
2013
Q4 		$532K Buy
+4,845
New +$541K 0.39% 87

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Dynamic Advisor Solutions's TIP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares TIPS Bond ETF (TIP) stake by 0.61% in Q2 2026, selling an estimated $2.65K and leaving 3,888 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #729.

Dynamic Advisor Solutions first reported a position in TIP in Q4 2013 and has held it in 50 quarters since. The position peaked at $10.8M in Q4 2019. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Dynamic Advisor Solutions held 3,888 shares of iShares TIPS Bond ETF worth $425K as of Q2 2026.
  • Dynamic Advisor Solutions sold 24 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.65K.
  • iShares TIPS Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #729 holding.
  • Dynamic Advisor Solutions first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's iShares TIPS Bond ETF position peaked at $10.8M in Q4 2019.
  • 170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.