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Gladstone Institutional Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Gladstone Institutional 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
Q1 		$279K Sell
2,531
-10
-0.4% -$1.11K 0.01% 693
2025
Q4 		$279K Sell
2,541
-805
-24% -$89.3K 0.01% 658
2025
Q3 		$372K Buy
3,346
+194
+6% +$21.4K 0.01% 591
2025
Q2 		$347K Sell
3,152
-29
-0.9% -$3.16K 0.01% 579
2025
Q1 		$353K Sell
3,181
-59
-2% -$6.41K 0.02% 546
2024
Q4 		$345K Sell
3,240
-1,654
-34% -$179K 0.02% 552
2024
Q3 		$541K Sell
4,894
-173
-3% -$18.8K 0.03% 433
2024
Q2 		$541K Sell
5,067
-114
-2% -$12.1K 0.03% 410
2024
Q1 		$556K Sell
5,181
-1,506
-23% -$161K 0.03% 389
2023
Q4 		$719K Sell
6,687
-236
-3% -$24.7K 0.04% 345
2023
Q3 		$718K Sell
6,923
-2,497
-27% -$264K 0.05% 325
2023
Q2 		$1.01M Sell
9,420
-3,282
-26% -$357K 0.06% 273
2023
Q1 		$1.4M Sell
12,702
-4,682
-27% -$507K 0.09% 238
2022
Q4 		$1.85M Sell
17,384
-2,865
-14% -$306K 0.13% 195
2022
Q3 		$2.12M Buy
20,249
+928
+5% +$105K 0.17% 156
2022
Q2 		$2.2M Sell
19,321
-2,327
-11% -$276K 0.17% 152
2022
Q1 		$2.7M Buy
21,648
+9,606
+80% +$1.21M 0.18% 149
2021
Q4 		$1.56M Buy
12,042
+3,384
+39% +$436K 0.12% 218
2021
Q3 		$1.11M Buy
8,658
+2,436
+39% +$314K 0.11% 220
2021
Q2 		$796K Sell
6,222
-1,462
-19% -$186K 0.09% 222
2021
Q1 		$964K Buy
+7,684
New +$973K 0.15% 148
2020
Q2 		– Sell
-2,271
Closed -$268K – 297
2020
Q1 		$268K Sell
2,271
-125
-5% -$14.7K 0.07% 206
2019
Q4 		$280K Sell
2,396
-247
-9% -$28.7K 0.07% 201
2019
Q3 		$307K Sell
2,643
-1,282
-33% -$149K 0.08% 201
2019
Q2 		$453K Buy
+3,925
New +$446K 0.14% 147

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

Gladstone Institutional Advisory's TIP Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares TIPS Bond ETF (TIP) stake by 0.39% in Q1 2026, selling an estimated $1.11K and leaving 2,531 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #693.

Gladstone Institutional Advisory first reported a position in TIP in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.7M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Gladstone Institutional Advisory held 2,531 shares of iShares TIPS Bond ETF worth $279K as of Q1 2026.
  • Gladstone Institutional Advisory sold 10 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.11K.
  • iShares TIPS Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #693 holding.
  • Gladstone Institutional Advisory first reported a position in iShares TIPS Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's iShares TIPS Bond ETF position peaked at $2.7M in Q1 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.