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Flaharty Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Flaharty Asset Management’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 		– Sell
-4,466
Closed -$493K – 123
2026
Q1 		$493K Hold
4,466
– – 0.06% 85
2025
Q4 		$491K Hold
4,466
– – 0.06% 86
2025
Q3 		$497K Hold
4,466
– – 0.06% 79
2025
Q2 		$491K Hold
4,466
– – 0.07% 73
2025
Q1 		$496K Buy
4,466
+470
+12% +$51.1K 0.07% 69
2024
Q4 		$426K Hold
3,996
– – 0.06% 74
2024
Q3 		$441K Hold
3,996
– – 0.06% 74
2024
Q2 		$427K Sell
3,996
-1,655
-29% -$176K 0.06% 74
2024
Q1 		$607K Sell
5,651
-40
-0.7% -$4.27K 0.09% 67
2023
Q4 		$612K Hold
5,691
– – 0.1% 62
2023
Q3 		$590K Buy
5,691
+1,655
+41% +$175K 0.1% 56
2023
Q2 		$434K Sell
4,036
-125
-3% -$13.6K 0.07% 69
2023
Q1 		$459K Sell
4,161
-530
-11% -$57.4K 0.08% 66
2022
Q4 		$499K Sell
4,691
-5,429
-54% -$580K 0.09% 69
2022
Q3 		$1.06M Buy
10,120
+114
+1% +$12.9K 0.22% 44
2022
Q2 		$1.14M Sell
10,006
-978
-9% -$116K 0.23% 41
2022
Q1 		$1.37M Sell
10,984
-22
-0.2% -$2.77K 0.25% 41
2021
Q4 		$1.42M Buy
11,006
+1,613
+17% +$208K 0.26% 42
2021
Q3 		$1.2M Sell
9,393
-468
-5% -$60.3K 0.25% 43
2021
Q2 		$1.26M Hold
9,861
– – 0.27% 39
2021
Q1 		$1.24M Buy
9,861
+530
+6% +$67.1K 0.29% 40
2020
Q4 		$1.19M Sell
9,331
-1,393
-13% -$176K 0.3% 41
2020
Q3 		$1.36M Buy
10,724
+5,625
+110% +$707K 0.43% 31
2020
Q2 		$627K Buy
5,099
+745
+17% +$90.6K 0.22% 39
2020
Q1 		$513K Buy
4,354
+918
+27% +$108K 0.24% 38
2019
Q4 		$400K Buy
3,436
+21
+0.6% +$2.44K 0.14% 49
2019
Q3 		$397K Hold
3,415
– – 0.15% 50
2019
Q2 		$394K Sell
3,415
-64
-2% -$7.28K 0.15% 48
2019
Q1 		$393K Buy
3,479
+404
+13% +$44.8K 0.16% 55
2018
Q4 		$337K Buy
3,075
+504
+20% +$55K 0.14% 59
2018
Q3 		$283K Buy
2,571
+9
+0.4% +$1K 0.11% 68
2018
Q2 		$289K Sell
2,562
-3,264
-56% -$366K 0.11% 67
2018
Q1 		$658K Buy
5,826
+255
+5% +$28.7K 0.28% 37
2017
Q4 		$634K Buy
5,571
+2,352
+73% +$267K 0.28% 35
2017
Q3 		$365K Buy
3,219
+3,216
+107,200% +$366K 0.19% 46
2017
Q2 		$365 Sell
3
-3,334
-100% -$381K 0.2% 42
2017
Q1 		$383K Buy
+3,337
New +$380K 0.24% 40

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flaharty Asset Management's TIP Position: Q2 2026 in Review

Flaharty Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 4,466 shares — an estimated $493K sold.

Flaharty Asset Management first reported a position in TIP in Q1 2017 and held it in 37 quarters. The position peaked at $1.42M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Flaharty Asset Management reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 4,466 iShares TIPS Bond ETF shares in Q2 2026, an estimated $493K.
  • Flaharty Asset Management first reported a position in iShares TIPS Bond ETF in Q1 2017 and held it in 37 quarters.
  • Flaharty Asset Management's iShares TIPS Bond ETF position peaked at $1.42M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.