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Fortis Group Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Fortis Group Advisors’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 		$3.44M Buy
31,459
+14,679
+87% +$1.62M 0.55% 52
2026
Q1 		$1.87M Buy
16,780
+9,312
+125% +$1.03M 0.31% 85
2025
Q4 		$825K Buy
7,468
+7,349
+6,176% +$815K 0.14% 163
2025
Q3 		$13.2K Hold
119
– – ﹤0.01% 326
2025
Q2 		$13.1K Hold
119
– – ﹤0.01% 318
2025
Q1 		$13.2K Sell
119
-55
-32% -$5.97K ﹤0.01% 285
2024
Q4 		$18.5K Hold
174
– – ﹤0.01% 262
2024
Q3 		$19.2K Hold
174
– – ﹤0.01% 245
2024
Q2 		$18.6K Sell
174
-40
-19% -$4.25K ﹤0.01% 242
2024
Q1 		$23K Sell
214
-306
-59% -$32.7K ﹤0.01% 255
2023
Q4 		$55.9K Buy
520
+260
+100% +$27.2K 0.01% 172
2023
Q3 		$27K Buy
+260
New +$27.5K 0.01% 163
2020
Q3 		$4.01M Buy
+31,676
New +$3.98M 0.78% 24

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

Fortis Group Advisors's TIP Position: Q2 2026 in Review

Fortis Group Advisors increased its iShares TIPS Bond ETF (TIP) stake by 87% in Q2 2026, buying an estimated $1.62M and bringing the position to 31,459 shares worth $3.44M. The position accounts for 0.55% of the portfolio, ranked #52.

Fortis Group Advisors first reported a position in TIP in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.01M in Q3 2020. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Fortis Group Advisors held 31,459 shares of iShares TIPS Bond ETF worth $3.44M as of Q2 2026.
  • Fortis Group Advisors bought 14,679 iShares TIPS Bond ETF shares in Q2 2026, an estimated $1.62M.
  • iShares TIPS Bond ETF made up 0.55% of Fortis Group Advisors's portfolio in Q2 2026, its #52 holding.
  • Fortis Group Advisors first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's iShares TIPS Bond ETF position peaked at $4.01M in Q3 2020.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.