Elevate Wealth Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Elevate Wealth Advisory’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	$54.1K	Hold	494	–	–	0.03%	101
2026 Q1	$54.5K	Hold	494	–	–	0.03%	99
2025 Q4	$54.3K	Hold	494	–	–	0.04%	94
2025 Q3	$54.9K	Hold	494	–	–	0.04%	92
2025 Q2	$54.4K	Hold	494	–	–	0.04%	97
2025 Q1	$54.9K	Sell	494 -22	-4%	-$2.39K	0.04%	97
2024 Q4	$55K	Hold	516	–	–	0.04%	89
2024 Q3	$57K	Hold	516	–	–	0.04%	93
2024 Q2	$55.1K	Hold	516	–	–	0.04%	87
2024 Q1	$55.4K	Sell	516 -280	-35%	-$29.9K	0.05%	83
2023 Q4	$85.6K	Buy	+796	New	+$83.2K	0.08%	70

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

Elevate Wealth Advisory's TIP Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 494 shares worth $54.1K. The position accounts for 0.03% of the portfolio, ranked #101.

Elevate Wealth Advisory first reported a position in TIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.6K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Elevate Wealth Advisory held 494 shares of iShares TIPS Bond ETF worth $54.1K as of Q2 2026.
Elevate Wealth Advisory left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up 0.03% of Elevate Wealth Advisory's portfolio in Q2 2026, its #101 holding.
Elevate Wealth Advisory first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's iShares TIPS Bond ETF position peaked at $85.6K in Q4 2023.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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