EC
TIP icon

Estate Counselors’s iShares TIPS Bond ETF TIP Stock Holding History

Estate Counselors’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
Q1 		$6.02M Buy
+54,555
New +$6.04M 0.54% 27
2025
Q4 		– Sell
-96,745
Closed -$10.8M – 105
2025
Q3 		$10.8M Buy
+96,745
New +$10.7M 0.92% 16
2025
Q2 		– Sell
-9,800
Closed -$1.09M – 118
2025
Q1 		$1.09M Buy
+9,800
New +$1.06M 0.11% 64
2024
Q3 		– Sell
-5,165
Closed -$552K – 125
2024
Q2 		$552K Buy
+5,165
New +$549K 0.06% 98
2024
Q1 		– Sell
-62,728
Closed -$6.74M – 148
2023
Q4 		$6.74M Buy
62,728
+59,958
+2,165% +$6.27M 0.83% 30
2023
Q3 		$287K Sell
2,770
-1,250
-31% -$132K 0.04% 117
2023
Q2 		$433K Sell
4,020
-29,115
-88% -$3.17M 0.05% 115
2023
Q1 		$3.65M Buy
33,135
+390
+1% +$42.2K 0.48% 40
2022
Q4 		$3.49M Sell
32,745
-151,708
-82% -$16.2M 0.49% 53
2022
Q3 		$19.3M Buy
184,453
+40,047
+28% +$4.54M 2.99% 9
2022
Q2 		$16.4M Sell
144,406
-54,515
-27% -$6.47M 2.45% 11
2022
Q1 		$24.8M Buy
198,921
+17,821
+10% +$2.24M 3.22% 7
2021
Q4 		$23.4M Sell
181,100
-4,300
-2% -$554K 2.84% 5
2021
Q3 		$23.7M Buy
185,400
+82,910
+81% +$10.7M 2.96% 5
2021
Q2 		$13.1M Sell
102,490
-69,150
-40% -$8.79M 1.72% 16
2021
Q1 		$21.5M Sell
171,640
-25,980
-13% -$3.29M 3.16% 5
2020
Q4 		$25.2M Buy
197,620
+19,745
+11% +$2.49M 3.79% 6
2020
Q3 		$22.5M Buy
177,875
+12,205
+7% +$1.53M 3.49% 7
2020
Q2 		$20.4M Buy
165,670
+17,540
+12% +$2.13M 3.26% 6
2020
Q1 		$17.5M Buy
148,130
+57,420
+63% +$6.76M 2.87% 7
2019
Q4 		$10.6M Sell
90,710
-121,155
-57% -$14.1M 1.55% 28
2019
Q3 		$24.6M Sell
211,865
-1,235
-0.6% -$143K 3.78% 4
2019
Q2 		$24.6M Sell
213,100
-5,200
-2% -$591K 3.85% 4
2019
Q1 		$24.7M Buy
218,300
+83,090
+61% +$9.22M 4.23% 4
2018
Q4 		$14.8M Sell
135,210
-104,810
-44% -$11.4M 2.99% 7
2018
Q3 		$26.6M Buy
240,020
+5,860
+3% +$655K 4.81% 3
2018
Q2 		$26.4M Buy
234,160
+107,520
+85% +$12.1M 5.01% 3
2018
Q1 		$14.3M Buy
126,640
+13,290
+12% +$1.5M 2.66% 14
2017
Q4 		$12.9M Sell
113,350
-3,330
-3% -$379K 2.59% 13
2017
Q3 		$13.3M Buy
116,680
+8,770
+8% +$998K 2.64% 12
2017
Q2 		$12.2M Buy
107,910
+20,445
+23% +$2.34M 2.77% 11
2017
Q1 		$10M Sell
87,465
-61,325
-41% -$6.99M 2.6% 13
2016
Q4 		$16.8M Buy
148,790
+88,780
+148% +$10.1M 4.65% 3
2016
Q3 		$6.99M Buy
60,010
+30,250
+102% +$3.51M 2.71% 13
2016
Q2 		$3.47M Buy
29,760
+27,310
+1,115% +$3.14M 1.38% 28
2016
Q1 		$281K Sell
2,450
-12,050
-83% -$1.35M 0.12% 51
2015
Q4 		$1.59M Sell
14,500
-4,100
-22% -$453K 0.65% 36
2015
Q3 		$2.07M Buy
18,600
+14,600
+365% +$1.63M 0.83% 29
2015
Q2 		$448K Hold
4,000
– – 0.16% 47
2015
Q1 		$454K Buy
+4,000
New +$454K 0.16% 48
2014
Q2 		– Sell
-102,624
Closed -$11.5M – 49
2014
Q1 		$11.5M Buy
102,624
+54,990
+115% +$6.15M 4.62% 7
2013
Q4 		$5.24M Sell
47,634
-11,940
-20% -$1.33M 2.32% 14
2013
Q3 		$6.71M Sell
59,574
-16,970
-22% -$1.89M 3.1% 15
2013
Q2 		$8.54M Buy
+76,544
New +$9.06M 4.32% 8

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Estate Counselors's TIP Position: Q1 2026 in Review

Estate Counselors opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2026: 54,555 shares worth $6.02M. The stake represents 0.54% of the portfolio and ranks #27 among its holdings. This is a return to the name: Estate Counselors previously reported a position in TIP as recently as Q3 2025.

Estate Counselors first reported a position in TIP in Q2 2013 and has held it in 44 quarters since. The position peaked at $26.6M in Q3 2018. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Estate Counselors held 54,555 shares of iShares TIPS Bond ETF worth $6.02M as of Q1 2026.
  • iShares TIPS Bond ETF was a new Estate Counselors position in Q1 2026.
  • iShares TIPS Bond ETF made up 0.54% of Estate Counselors's portfolio in Q1 2026, its #27 holding.
  • Estate Counselors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 44 quarters since.
  • Estate Counselors's iShares TIPS Bond ETF position peaked at $26.6M in Q3 2018.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.